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Disclosery

Sterling Financial Planning, Inc.: DFGR position timeline

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

Sterling Financial Planning, Inc. held 247,263 DFGR 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 247,263 shares
    Change vs previous 13F +12,005 shares

    1.95% of the 13F portfolio, value $7,163,223.

    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 235,258 shares
    Change vs previous 13F +15,879 shares

    1.85% of the 13F portfolio, value $6,253,165.

    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 219,379 shares
    Change vs previous 13F +12,758 shares

    1.75% of the 13F portfolio, value $5,795,991.

    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 206,621 shares
    Change vs previous 13F +4,053 shares

    1.78% of the 13F portfolio, value $5,642,818.

    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 202,568 shares
    Change vs previous 13F +15,477 shares

    1.82% of the 13F portfolio, value $5,434,899.

    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 187,091 shares
    Change vs previous 13F +13,706 shares

    1.78% of the 13F portfolio, value $4,912,997.

    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 173,385 shares
    Change vs previous 13F +7,474 shares

    1.63% of the 13F portfolio, value $4,428,240.

    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 165,911 shares
    Change vs previous 13F not available

    1.77% of the 13F portfolio, value $4,788,197.

    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).