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Disclosery

Sterling Financial Planning, Inc.: DFEV position timeline

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

Sterling Financial Planning, Inc. held 173,234 DFEV 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 173,234 shares
    Change vs previous 13F -3,746 shares

    2.01% of the 13F portfolio, value $7,391,412.

    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 176,980 shares
    Change vs previous 13F -2,971 shares

    1.88% of the 13F portfolio, value $6,332,341.

    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 179,951 shares
    Change vs previous 13F +1,895 shares

    1.83% of the 13F portfolio, value $6,071,556.

    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 178,056 shares
    Change vs previous 13F -7,584 shares

    1.79% of the 13F portfolio, value $5,678,210.

    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 185,640 shares
    Change vs previous 13F +9,971 shares

    1.86% of the 13F portfolio, value $5,567,339.

    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 175,669 shares
    Change vs previous 13F +21,030 shares

    1.72% of the 13F portfolio, value $4,751,858.

    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 154,639 shares
    Change vs previous 13F +2,386 shares

    1.49% of the 13F portfolio, value $4,053,076.

    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 152,253 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $4,333,114.

    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).