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Sterling Financial Planning, Inc.: DGS position timeline

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

Sterling Financial Planning, Inc. held 39,294 DGS 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 39,294 shares
    Change vs previous 13F -322 shares

    0.69% of the 13F portfolio, value $2,542,693.

    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 39,616 shares
    Change vs previous 13F -269 shares

    0.71% of the 13F portfolio, value $2,380,947.

    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 39,885 shares
    Change vs previous 13F +10 shares

    0.69% of the 13F portfolio, value $2,283,022.

    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 39,875 shares
    Change vs previous 13F -220 shares

    0.72% of the 13F portfolio, value $2,276,835.

    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 40,095 shares
    Change vs previous 13F +141 shares

    0.74% of the 13F portfolio, value $2,214,867.

    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 39,954 shares
    Change vs previous 13F -303 shares

    0.7% of the 13F portfolio, value $1,930,200.

    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 40,257 shares
    Change vs previous 13F +395 shares

    0.72% of the 13F portfolio, value $1,969,375.

    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 39,862 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,140,566.

    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).