Skip to content
Disclosery

Sterling Financial Planning, Inc.: BSV position timeline

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

Sterling Financial Planning, Inc. held 61,799 BSV 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 61,799 shares
    Change vs previous 13F +3,169 shares

    1.31% of the 13F portfolio, value $4,814,725.

    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 58,630 shares
    Change vs previous 13F +5,966 shares

    1.36% of the 13F portfolio, value $4,597,140.

    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 52,664 shares
    Change vs previous 13F +1,894 shares

    1.25% of the 13F portfolio, value $4,150,453.

    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 50,770 shares
    Change vs previous 13F +3,664 shares

    1.26% of the 13F portfolio, value $4,006,267.

    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 47,106 shares
    Change vs previous 13F -222 shares

    1.24% of the 13F portfolio, value $3,707,257.

    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 47,328 shares
    Change vs previous 13F -9,244 shares

    1.34% of the 13F portfolio, value $3,704,855.

    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 56,572 shares
    Change vs previous 13F +12,661 shares

    1.61% of the 13F portfolio, value $4,371,321.

    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 43,911 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $3,455,340.

    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).