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Disclosery

Sterling Financial Group, Inc.: DFAU position timeline

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

Sterling Financial Group, Inc. held 86,506 DFAU 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 86,506 shares
    Change vs previous 13F -4,790 shares

    1.25% of the 13F portfolio, value $3,958,494.

    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 91,296 shares
    Change vs previous 13F -915 shares

    1.3% of the 13F portfolio, value $3,867,288.

    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 92,211 shares
    Change vs previous 13F -5,638 shares

    1.28% of the 13F portfolio, value $3,544,587.

    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 97,849 shares
    Change vs previous 13F -538,741 shares

    1.47% of the 13F portfolio, value $3,961,915.

    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 636,590 shares
    Change vs previous 13F -1,206 shares

    10.8% of the 13F portfolio, value $25,266,243.

    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 637,796 shares
    Change vs previous 13F +44,680 shares

    10.85% of the 13F portfolio, value $23,910,975.

    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 593,116 shares
    Change vs previous 13F +14,007 shares

    10.29% of the 13F portfolio, value $21,672,464.

    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 579,109 shares
    Change vs previous 13F not available

    11.42% of the 13F portfolio, value $19,255,367.

    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).