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Disclosery

Sterling Financial Planning, Inc.: DFIP position timeline

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

Sterling Financial Planning, Inc. held 179,710 DFIP 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 179,710 shares
    Change vs previous 13F +8,962 shares

    2.02% of the 13F portfolio, value $7,413,956.

    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 170,748 shares
    Change vs previous 13F +16,057 shares

    2.11% of the 13F portfolio, value $7,123,621.

    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 154,691 shares
    Change vs previous 13F +15,528 shares

    1.94% of the 13F portfolio, value $6,428,199.

    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 139,163 shares
    Change vs previous 13F +6,564 shares

    1.85% of the 13F portfolio, value $5,876,850.

    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 132,599 shares
    Change vs previous 13F +7,588 shares

    1.85% of the 13F portfolio, value $5,543,974.

    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 125,011 shares
    Change vs previous 13F +28,484 shares

    1.91% of the 13F portfolio, value $5,264,358.

    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 96,527 shares
    Change vs previous 13F -4,776 shares

    1.44% of the 13F portfolio, value $3,908,470.

    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 101,303 shares
    Change vs previous 13F not available

    1.58% of the 13F portfolio, value $4,283,097.

    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).