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Disclosery

Sterling Financial Planning, Inc.: BIV position timeline

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

Sterling Financial Planning, Inc. held 153,913 BIV shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,913 shares
    Change vs previous 13F +10,536 shares

    3.21% of the 13F portfolio, value $11,805,125.

    13F-HR 0001844278-26-000004 filed by Sterling Financial Planning, 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 143,377 shares
    Change vs previous 13F +13,876 shares

    3.28% of the 13F portfolio, value $11,065,834.

    13F-HR 0001844278-26-000003 filed by Sterling Financial Planning, 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 129,501 shares
    Change vs previous 13F +19,945 shares

    3.04% of the 13F portfolio, value $10,085,572.

    13F-HR 0001844278-26-000001 filed by Sterling Financial Planning, 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 109,556 shares
    Change vs previous 13F +4,281 shares

    2.7% of the 13F portfolio, value $8,555,246.

    13F-HR 0001844278-25-000002 filed by Sterling Financial Planning, 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 105,275 shares
    Change vs previous 13F +3,849 shares

    2.72% of the 13F portfolio, value $8,141,964.

    13F-HR 0001085146-25-004184 filed by Sterling Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 101,426 shares
    Change vs previous 13F +7,169 shares

    2.82% of the 13F portfolio, value $7,766,162.

    13F-HR 0001085146-25-002403 filed by Sterling Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 94,257 shares
    Change vs previous 13F -1,020 shares

    2.59% of the 13F portfolio, value $7,043,860.

    13F-HR 0001085146-25-000679 filed by Sterling Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 95,277 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $7,466,871.

    13F-HR 0001085146-24-005252 filed by Sterling Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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