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Sterling Wealth Management, Inc.: VEA position timeline

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

Sterling Wealth Management, Inc. held 284,974 VEA 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 284,974 shares
    Change vs previous 13F +30 shares

    5.05% of the 13F portfolio, value $20,304,402.

    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 284,944 shares
    Change vs previous 13F -186 shares

    5.01% of the 13F portfolio, value $18,259,203.

    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 285,130 shares
    Change vs previous 13F +9,128 shares

    5.08% of the 13F portfolio, value $17,812,069.

    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 276,002 shares
    Change vs previous 13F +16,774 shares

    5.01% of the 13F portfolio, value $16,538,058.

    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 259,228 shares
    Change vs previous 13F -84 shares

    5.04% of the 13F portfolio, value $14,778,562.

    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 259,312 shares
    Change vs previous 13F +15,656 shares

    4.58% of the 13F portfolio, value $12,400,317.

    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 243,656 shares
    Change vs previous 13F not available

    4.8% of the 13F portfolio, value $12,867,485.

    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).