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Sterling Wealth Management, Inc.: VNQ position timeline

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

Sterling Wealth Management, Inc. held 28,327 VNQ 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 28,327 shares
    Change vs previous 13F -3,886 shares

    0.68% of the 13F portfolio, value $2,731,609.

    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 32,213 shares
    Change vs previous 13F -873 shares

    0.78% of the 13F portfolio, value $2,857,254.

    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 33,086 shares
    Change vs previous 13F -4,412 shares

    0.84% of the 13F portfolio, value $2,927,766.

    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 37,498 shares
    Change vs previous 13F -4,333 shares

    1.04% of the 13F portfolio, value $3,428,055.

    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 41,831 shares
    Change vs previous 13F -10,105 shares

    1.27% of the 13F portfolio, value $3,725,444.

    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 51,936 shares
    Change vs previous 13F -4,259 shares

    1.71% of the 13F portfolio, value $4,626,463.

    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 56,195 shares
    Change vs previous 13F not available

    2.04% of the 13F portfolio, value $5,474,480.

    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).