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Disclosery

Sterling Financial Planning, Inc.: CSRE position timeline

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

Sterling Financial Planning, Inc. held 18,093 CSRE 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 18,093 shares
    Change vs previous 13F +2,159 shares

    0.14% of the 13F portfolio, value $513,479.

    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 15,934 shares
    Change vs previous 13F +1,077 shares

    0.12% of the 13F portfolio, value $418,746.

    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 14,857 shares
    Change vs previous 13F +2,900 shares

    0.11% of the 13F portfolio, value $379,062.

    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 11,957 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $311,480.

    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).