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Disclosery

Sterling Financial Planning, Inc.: DISV position timeline

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

Sterling Financial Planning, Inc. held 302,926 DISV 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 302,926 shares
    Change vs previous 13F +6,557 shares

    3.31% of the 13F portfolio, value $12,156,408.

    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 296,369 shares
    Change vs previous 13F -489 shares

    3.47% of the 13F portfolio, value $11,688,775.

    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 296,858 shares
    Change vs previous 13F +1,923 shares

    3.4% of the 13F portfolio, value $11,280,616.

    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 294,935 shares
    Change vs previous 13F -3,179 shares

    3.32% of the 13F portfolio, value $10,526,217.

    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 298,114 shares
    Change vs previous 13F +8,397 shares

    3.28% of the 13F portfolio, value $9,810,920.

    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 289,717 shares
    Change vs previous 13F +35,694 shares

    3.06% of the 13F portfolio, value $8,436,565.

    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 254,023 shares
    Change vs previous 13F +5,612 shares

    2.48% of the 13F portfolio, value $6,749,400.

    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 248,411 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $7,218,837.

    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).