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Sterling Wealth Advisors Inc: IDV position timeline

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

Sterling Wealth Advisors Inc held 126,832 IDV shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,832 shares
    Change vs previous 13F -2,294 shares

    2.86% of the 13F portfolio, value $5,254,650.

    13F-HR 0001943937-26-000004 filed by Sterling Wealth Advisors Inc
    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 129,126 shares
    Change vs previous 13F -7,070 shares

    3.26% of the 13F portfolio, value $5,712,534.

    13F-HR 0001943937-26-000003 filed by Sterling Wealth Advisors Inc
    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 136,196 shares
    Change vs previous 13F -455 shares

    3.24% of the 13F portfolio, value $5,372,932.

    13F-HR 0001943937-26-000001 filed by Sterling Wealth Advisors Inc
    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 136,651 shares
    Change vs previous 13F -845 shares

    3.21% of the 13F portfolio, value $5,031,490.

    13F-HR 0001943937-25-000002 filed by Sterling Wealth Advisors Inc
    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 137,496 shares
    Change vs previous 13F -1,879 shares

    3.41% of the 13F portfolio, value $4,819,235.

    13F-HR 0001085146-25-003894 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 139,375 shares
    Change vs previous 13F -3,516 shares

    3.33% of the 13F portfolio, value $4,323,413.

    13F-HR 0001085146-25-002990 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 142,891 shares
    Change vs previous 13F not available

    3.07% of the 13F portfolio, value $3,912,356.

    13F-HR 0001085146-25-000525 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

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