Sterling Group Wealth Management, LLC: VOO position timeline

Sterling Group Wealth Management, LLC held 7,124 VOO 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 7,124 shares

   Change vs previous 13F +347 shares

   2.01% of the 13F portfolio, value $4,892,903.

   13F-HR 0001852307-26-000004 filed by Sterling Group Wealth Management, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,777 shares

   Change vs previous 13F +330 shares

   1.92% of the 13F portfolio, value $4,049,310.

   13F-HR 0001852307-26-000003 filed by Sterling Group Wealth Management, LLC
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,447 shares

   Change vs previous 13F +66 shares

   1.96% of the 13F portfolio, value $4,043,032.

   13F-HR 0001852307-26-000002 filed by Sterling Group Wealth Management, LLC
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,381 shares

   Change vs previous 13F 0 shares

   1.94% of the 13F portfolio, value $3,907,597.

   13F-HR 0002085853-25-000010 filed by Sterling Group Wealth Management, LLC
   Filed 2025-10-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 6,381 shares

   Change vs previous 13F -28 shares

   2.01% of the 13F portfolio, value $3,624,599.

   13F-HR 0001667731-25-000792 filed by Sterling Group Wealth Management, LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 6,409 shares

   Change vs previous 13F -77 shares

   1.77% of the 13F portfolio, value $3,293,649.

   13F-HR 0001085146-25-002376 filed by Sterling Group Wealth Management, LLC
   Filed 2025-04-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 6,486 shares

   Change vs previous 13F -328 shares

   1.81% of the 13F portfolio, value $3,494,722.

   13F-HR 0001085146-25-000315 filed by Sterling Group Wealth Management, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 6,814 shares

   Change vs previous 13F not available

   1.91% of the 13F portfolio, value $3,595,543.

   13F-HR 0001085146-24-004685 filed by Sterling Group Wealth Management, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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