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Sterling Financial Planning, Inc.: FNDC position timeline

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

Sterling Financial Planning, Inc. held 48,976 FNDC 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 48,976 shares
    Change vs previous 13F -4,160 shares

    0.65% of the 13F portfolio, value $2,378,255.

    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 53,136 shares
    Change vs previous 13F -4,292 shares

    0.73% of the 13F portfolio, value $2,463,404.

    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 57,428 shares
    Change vs previous 13F -338 shares

    0.77% of the 13F portfolio, value $2,558,400.

    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 57,766 shares
    Change vs previous 13F -4,758 shares

    0.81% of the 13F portfolio, value $2,571,170.

    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 62,524 shares
    Change vs previous 13F -2,295 shares

    0.88% of the 13F portfolio, value $2,629,140.

    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 64,819 shares
    Change vs previous 13F -12,157 shares

    0.85% of the 13F portfolio, value $2,346,448.

    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 76,976 shares
    Change vs previous 13F +9,445 shares

    0.97% of the 13F portfolio, value $2,627,950.

    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 67,531 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $2,576,301.

    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).