Skip to content
Disclosery

Sterling Group Wealth Management, LLC: XBIL position timeline

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

Sterling Group Wealth Management, LLC held 42,952 XBIL 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 42,952 shares
    Change vs previous 13F -6,041 shares

    0.88% of the 13F portfolio, value $2,147,588.

    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 48,993 shares
    Change vs previous 13F +13,972 shares

    1.16% of the 13F portfolio, value $2,451,099.

    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 35,021 shares
    Change vs previous 13F -4,682 shares

    0.85% of the 13F portfolio, value $1,753,519.

    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 39,703 shares
    Change vs previous 13F +35,042 shares

    0.99% of the 13F portfolio, value $1,992,892.

    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 4,661 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $233,749.

    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).