Skip to content
Disclosery

Sterling Financial Planning, Inc.: DFIV position timeline

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

Sterling Financial Planning, Inc. held 310,296 DFIV 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 310,296 shares
    Change vs previous 13F +2,168 shares

    4.56% of the 13F portfolio, value $16,762,172.

    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 308,128 shares
    Change vs previous 13F -10,771 shares

    4.82% of the 13F portfolio, value $16,262,995.

    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 318,899 shares
    Change vs previous 13F +2,209 shares

    4.8% of the 13F portfolio, value $15,913,060.

    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 316,690 shares
    Change vs previous 13F -4,722 shares

    4.61% of the 13F portfolio, value $14,605,724.

    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 321,412 shares
    Change vs previous 13F +5,919 shares

    4.6% of the 13F portfolio, value $13,766,078.

    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 315,493 shares
    Change vs previous 13F +33,275 shares

    4.5% of the 13F portfolio, value $12,417,794.

    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 282,218 shares
    Change vs previous 13F -6,840 shares

    3.68% of the 13F portfolio, value $10,013,080.

    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 289,058 shares
    Change vs previous 13F not available

    4.06% of the 13F portfolio, value $11,007,328.

    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).