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Disclosery

Sterling Financial Planning, Inc.: IJK position timeline

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

Sterling Financial Planning, Inc. held 182,653 IJK 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 182,653 shares
    Change vs previous 13F -2,814 shares

    5.84% of the 13F portfolio, value $21,461,713.

    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 185,467 shares
    Change vs previous 13F +1,656 shares

    5.53% of the 13F portfolio, value $18,661,737.

    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 183,811 shares
    Change vs previous 13F +3,598 shares

    5.37% of the 13F portfolio, value $17,807,615.

    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 180,213 shares
    Change vs previous 13F +1,979 shares

    5.45% of the 13F portfolio, value $17,280,583.

    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 178,234 shares
    Change vs previous 13F +3,680 shares

    5.42% of the 13F portfolio, value $16,215,744.

    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 174,554 shares
    Change vs previous 13F +8,324 shares

    5.27% of the 13F portfolio, value $14,536,827.

    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 166,230 shares
    Change vs previous 13F +2,131 shares

    5.56% of the 13F portfolio, value $15,115,279.

    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 164,099 shares
    Change vs previous 13F not available

    5.56% of the 13F portfolio, value $15,085,620.

    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).