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Disclosery

Sterling Financial Planning, Inc.: EFG position timeline

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

Sterling Financial Planning, Inc. held 39,975 EFG 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 39,975 shares
    Change vs previous 13F -719 shares

    1.35% of the 13F portfolio, value $4,973,705.

    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 40,694 shares
    Change vs previous 13F -84 shares

    1.34% of the 13F portfolio, value $4,532,100.

    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 40,778 shares
    Change vs previous 13F +67 shares

    1.4% of the 13F portfolio, value $4,645,439.

    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 40,711 shares
    Change vs previous 13F -1,051 shares

    1.46% of the 13F portfolio, value $4,636,208.

    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 41,762 shares
    Change vs previous 13F -172 shares

    1.56% of the 13F portfolio, value $4,677,365.

    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 41,934 shares
    Change vs previous 13F -1,037 shares

    1.52% of the 13F portfolio, value $4,193,385.

    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 42,971 shares
    Change vs previous 13F +1,220 shares

    1.53% of the 13F portfolio, value $4,160,867.

    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 41,751 shares
    Change vs previous 13F not available

    1.66% of the 13F portfolio, value $4,494,539.

    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).