Skip to content
Disclosery

Sterling Financial Planning, Inc.: DFLV position timeline

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

Sterling Financial Planning, Inc. held 29,060 DFLV 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 29,060 shares
    Change vs previous 13F +685 shares

    0.31% of the 13F portfolio, value $1,149,032.

    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 28,375 shares
    Change vs previous 13F +1,256 shares

    0.3% of the 13F portfolio, value $1,013,271.

    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 27,119 shares
    Change vs previous 13F +303 shares

    0.28% of the 13F portfolio, value $927,741.

    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 26,816 shares
    Change vs previous 13F -4,528 shares

    0.28% of the 13F portfolio, value $882,246.

    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 31,344 shares
    Change vs previous 13F +6,355 shares

    0.32% of the 13F portfolio, value $972,291.

    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 24,989 shares
    Change vs previous 13F +3,153 shares

    0.28% of the 13F portfolio, value $763,914.

    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 21,836 shares
    Change vs previous 13F +1,164 shares

    0.24% of the 13F portfolio, value $655,735.

    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 20,672 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $636,904.

    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).