Skip to content
Disclosery

Sterling Financial Planning, Inc.: FNDX position timeline

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

Sterling Financial Planning, Inc. held 418,339 FNDX 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 418,339 shares
    Change vs previous 13F -5,912 shares

    3.54% of the 13F portfolio, value $13,010,357.

    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 424,251 shares
    Change vs previous 13F -8,249 shares

    3.5% of the 13F portfolio, value $11,815,383.

    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 432,500 shares
    Change vs previous 13F +8,507 shares

    3.55% of the 13F portfolio, value $11,768,313.

    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 423,993 shares
    Change vs previous 13F -10,124 shares

    3.52% of the 13F portfolio, value $11,151,005.

    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 434,117 shares
    Change vs previous 13F +25,810 shares

    3.56% of the 13F portfolio, value $10,653,225.

    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 408,307 shares
    Change vs previous 13F +10,880 shares

    3.5% of the 13F portfolio, value $9,640,127.

    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 397,427 shares
    Change vs previous 13F +261,617 shares

    3.46% of the 13F portfolio, value $9,411,062.

    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 135,810 shares
    Change vs previous 13F not available

    3.59% of the 13F portfolio, value $9,745,713.

    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).