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Disclosery

Sterling Financial Planning, Inc.: IJJ position timeline

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

Sterling Financial Planning, Inc. held 156,530 IJJ 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 156,530 shares
    Change vs previous 13F +2,645 shares

    6.29% of the 13F portfolio, value $23,124,138.

    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 153,885 shares
    Change vs previous 13F +910 shares

    6.05% of the 13F portfolio, value $20,389,823.

    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 152,975 shares
    Change vs previous 13F +5,107 shares

    6.07% of the 13F portfolio, value $20,129,963.

    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 147,868 shares
    Change vs previous 13F +1,444 shares

    6.05% of the 13F portfolio, value $19,181,432.

    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 146,424 shares
    Change vs previous 13F +6,634 shares

    6.05% of the 13F portfolio, value $18,095,029.

    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 139,790 shares
    Change vs previous 13F +4,650 shares

    6.07% of the 13F portfolio, value $16,737,044.

    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 135,140 shares
    Change vs previous 13F -1,599 shares

    6.21% of the 13F portfolio, value $16,887,039.

    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 136,739 shares
    Change vs previous 13F not available

    6.23% of the 13F portfolio, value $16,903,620.

    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).