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Disclosery

Sterling Financial Planning, Inc.: CPSY position timeline

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

Sterling Financial Planning, Inc. held 24,970 CPSY 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 24,970 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $641,729.

    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 24,970 shares
    Change vs previous 13F +7,699 shares

    0.19% of the 13F portfolio, value $624,822.

    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 17,271 shares
    Change vs previous 13F +8,825 shares

    0.13% of the 13F portfolio, value $433,243.

    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 8,446 shares
    Change vs previous 13F -5,005 shares

    0.07% of the 13F portfolio, value $208,406.

    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 13,451 shares
    Change vs previous 13F +2,134 shares

    0.11% of the 13F portfolio, value $324,856.

    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 11,317 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $264,716.

    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).