Sterling Wealth Management, Inc.
Holdings in ITIC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $323,533 | 1,296 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $347,107 | 1,296 | Shares | Sole | 2025-11-17 |
| 2025-06-30 | $273,844 | 1,296 | Shares | Sole | 2025-08-14 |
| 2024-12-31 | $306,840 | 1,296 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $297,820 | 1,296 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $233,448 | 1,296 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $211,494 | 1,296 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $210,133 | 1,296 | Shares | Sole | 2024-02-14 |