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Sterling Financial Planning, Inc.: BNDX position timeline

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

Sterling Financial Planning, Inc. held 61,896 BNDX 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 61,896 shares
    Change vs previous 13F +2,477 shares

    0.82% of the 13F portfolio, value $2,997,647.

    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 59,419 shares
    Change vs previous 13F +7,473 shares

    0.85% of the 13F portfolio, value $2,855,104.

    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 51,946 shares
    Change vs previous 13F +4,734 shares

    0.76% of the 13F portfolio, value $2,510,012.

    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 47,212 shares
    Change vs previous 13F +2,984 shares

    0.74% of the 13F portfolio, value $2,335,126.

    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 44,228 shares
    Change vs previous 13F +1,309 shares

    0.73% of the 13F portfolio, value $2,189,751.

    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 42,919 shares
    Change vs previous 13F -27,553 shares

    0.76% of the 13F portfolio, value $2,095,310.

    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 70,472 shares
    Change vs previous 13F +35,899 shares

    1.27% of the 13F portfolio, value $3,456,666.

    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 34,573 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,738,342.

    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).