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Sterling Wealth Management, Inc.: SCHC position timeline

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

Sterling Wealth Management, Inc. held 16,960 SCHC shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 16,960 shares
    Change vs previous 13F +6 shares

    0.22% of the 13F portfolio, value $582,250.

    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).

  2. period ended2024-09-30
    13F 16,954 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $653,252.

    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).