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Sterling Wealth Management, Inc.: VBR position timeline

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

Sterling Wealth Management, Inc. held 31,793 VBR 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 31,793 shares
    Change vs previous 13F -1,641 shares

    1.92% of the 13F portfolio, value $7,725,493.

    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 33,434 shares
    Change vs previous 13F -9 shares

    1.99% of the 13F portfolio, value $7,263,628.

    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 33,443 shares
    Change vs previous 13F -3,242 shares

    2.02% of the 13F portfolio, value $7,082,795.

    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 36,685 shares
    Change vs previous 13F -1,420 shares

    2.32% of the 13F portfolio, value $7,656,515.

    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 38,105 shares
    Change vs previous 13F -717 shares

    2.53% of the 13F portfolio, value $7,430,883.

    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 38,822 shares
    Change vs previous 13F -549 shares

    2.84% of the 13F portfolio, value $7,693,766.

    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 39,371 shares
    Change vs previous 13F not available

    2.95% of the 13F portfolio, value $7,904,997.

    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).