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Sterling Wealth Management, Inc.: SPDW position timeline

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

Sterling Wealth Management, Inc. held 32,378 SPDW 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 32,378 shares
    Change vs previous 13F +460 shares

    0.41% of the 13F portfolio, value $1,631,511.

    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 31,918 shares
    Change vs previous 13F 0 shares

    0.4% of the 13F portfolio, value $1,457,037.

    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 31,918 shares
    Change vs previous 13F -1,805 shares

    0.4% of the 13F portfolio, value $1,417,460.

    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 33,723 shares
    Change vs previous 13F 0 shares

    0.44% of the 13F portfolio, value $1,442,993.

    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 33,723 shares
    Change vs previous 13F +553 shares

    0.47% of the 13F portfolio, value $1,365,431.

    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 33,170 shares
    Change vs previous 13F -777 shares

    0.42% of the 13F portfolio, value $1,132,097.

    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 33,947 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,275,050.

    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).