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Sterling Financial Group, Inc.: DFAI position timeline

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

Sterling Financial Group, Inc. held 90,877 DFAI shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 90,877 shares
    Change vs previous 13F +4 shares

    1.05% of the 13F portfolio, value $3,303,395.

    13F-HR 0001991301-25-000008 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 90,873 shares
    Change vs previous 13F -4,128 shares

    1.05% of the 13F portfolio, value $3,141,467.

    13F-HR 0001991301-25-000004 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 95,001 shares
    Change vs previous 13F -7,200 shares

    1.07% of the 13F portfolio, value $2,966,886.

    13F-HR 0001991301-25-000003 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 102,201 shares
    Change vs previous 13F -341,582 shares

    1.11% of the 13F portfolio, value $2,984,279.

    13F-HR 0001991301-25-000001 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 443,783 shares
    Change vs previous 13F -1,270 shares

    6.03% of the 13F portfolio, value $14,103,427.

    13F-HR 0001991301-24-000007 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 445,053 shares
    Change vs previous 13F +14,420 shares

    5.99% of the 13F portfolio, value $13,204,719.

    13F-HR 0001991301-24-000005 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 430,633 shares
    Change vs previous 13F +24,310 shares

    6.18% of the 13F portfolio, value $13,013,719.

    13F-HR 0001991301-24-000004 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 406,323 shares
    Change vs previous 13F not available

    6.9% of the 13F portfolio, value $11,637,089.

    13F-HR 0001991301-24-000002 filed by Sterling Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).