Sterling Group Wealth Management, LLC: WFC position timeline

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

Sterling Group Wealth Management, LLC held 2,775 WFC shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

period ended2026-06-30
13F 2,775 shares
Change vs previous 13F -976 shares
0.09% of the 13F portfolio, value $229,326.
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).
period ended2026-03-31
13F 3,751 shares
Change vs previous 13F not available
0.14% of the 13F portfolio, value $298,617.
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).