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
- period ended2026-06-3013F 39,294 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 39,616 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 39,885 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 39,875 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 40,095 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 39,954 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 40,257 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39,862 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).