Skip to content
Disclosery

Sterling Financial Planning, Inc.: IDV position timeline

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

Sterling Financial Planning, Inc. held 71,635 IDV 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 71,635 shares
    Change vs previous 13F -3,773 shares

    0.81% of the 13F portfolio, value $2,967,823.

    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 75,408 shares
    Change vs previous 13F -5,408 shares

    0.95% of the 13F portfolio, value $3,209,385.

    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 80,816 shares
    Change vs previous 13F -1,718 shares

    0.96% of the 13F portfolio, value $3,188,211.

    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 82,534 shares
    Change vs previous 13F -4,774 shares

    0.95% of the 13F portfolio, value $3,016,618.

    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 87,308 shares
    Change vs previous 13F -5,172 shares

    1.01% of the 13F portfolio, value $3,013,002.

    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 92,480 shares
    Change vs previous 13F -28,060 shares

    1.04% of the 13F portfolio, value $2,868,731.

    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 120,540 shares
    Change vs previous 13F +26,258 shares

    1.21% of the 13F portfolio, value $3,300,397.

    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 94,282 shares
    Change vs previous 13F not available

    1.05% of the 13F portfolio, value $2,850,141.

    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).