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Sterling Wealth Management, Inc.: IUSV position timeline

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

Sterling Wealth Management, Inc. held 26,258 IUSV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,258 shares
    Change vs previous 13F +96 shares

    0.72% of the 13F portfolio, value $2,892,298.

    13F-HR 0001172661-26-002953 filed by Sterling Wealth Management, 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 26,162 shares
    Change vs previous 13F +91 shares

    0.73% of the 13F portfolio, value $2,675,041.

    13F-HR 0001172661-26-001854 filed by Sterling Wealth Management, 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 26,071 shares
    Change vs previous 13F -765 shares

    0.76% of the 13F portfolio, value $2,673,350.

    13F-HR 0001172661-26-000911 filed by Sterling Wealth Management, 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 26,836 shares
    Change vs previous 13F +108 shares

    0.81% of the 13F portfolio, value $2,682,248.

    13F-HR 0001172661-25-005196 filed by Sterling Wealth Management, 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 26,728 shares
    Change vs previous 13F +197 shares

    0.86% of the 13F portfolio, value $2,529,229.

    13F-HR 0001172661-25-003401 filed by Sterling Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 26,531 shares
    Change vs previous 13F +132 shares

    0.91% of the 13F portfolio, value $2,456,532.

    13F-HR 0001172661-25-001058 filed by Sterling Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 26,399 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $2,520,810.

    13F-HR 0001172661-24-005120 filed by Sterling Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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