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Sterling Group Wealth Management, LLC: TBIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Group Wealth Management, LLC on TBIL, newest first. How the timeline and the estimate are built.

Sterling Group Wealth Management, LLC held 292,952 TBIL shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 292,952 shares
    Change vs previous 13F +17,650 shares

    5.99% of the 13F portfolio, value $14,606,608.

    13F-HR 0001852307-26-000004 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 275,302 shares
    Change vs previous 13F +46,821 shares

    6.49% of the 13F portfolio, value $13,726,572.

    13F-HR 0001852307-26-000003 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 228,481 shares
    Change vs previous 13F +47,426 shares

    5.52% of the 13F portfolio, value $11,396,635.

    13F-HR 0001852307-26-000002 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 181,055 shares
    Change vs previous 13F +157,522 shares

    4.48% of the 13F portfolio, value $9,052,740.

    13F-HR 0002085853-25-000010 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,533 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,176,529.

    13F-HR 0001667731-25-000792 filed by Sterling Group Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).