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Sterling Wealth Management, Inc.: VWO position timeline

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

Sterling Wealth Management, Inc. held 191,948 VWO 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 191,948 shares
    Change vs previous 13F -6,941 shares

    2.85% of the 13F portfolio, value $11,457,377.

    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 198,889 shares
    Change vs previous 13F -723 shares

    2.95% of the 13F portfolio, value $10,749,973.

    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 199,612 shares
    Change vs previous 13F -5,312 shares

    3.06% of the 13F portfolio, value $10,731,168.

    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 204,924 shares
    Change vs previous 13F +7,419 shares

    3.37% of the 13F portfolio, value $11,102,762.

    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 197,505 shares
    Change vs previous 13F -1,657 shares

    3.33% of the 13F portfolio, value $9,768,621.

    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 199,162 shares
    Change vs previous 13F +1,641 shares

    3.24% of the 13F portfolio, value $8,771,094.

    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 197,521 shares
    Change vs previous 13F not available

    3.53% of the 13F portfolio, value $9,451,357.

    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).