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Disclosery

Sterling Financial Planning, Inc.: IJR position timeline

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

Sterling Financial Planning, Inc. held 10,706 IJR 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 10,706 shares
    Change vs previous 13F -420 shares

    0.43% of the 13F portfolio, value $1,587,869.

    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 11,126 shares
    Change vs previous 13F -106 shares

    0.41% of the 13F portfolio, value $1,383,109.

    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 11,232 shares
    Change vs previous 13F -54 shares

    0.41% of the 13F portfolio, value $1,349,899.

    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 11,286 shares
    Change vs previous 13F -81 shares

    0.42% of the 13F portfolio, value $1,341,101.

    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 11,367 shares
    Change vs previous 13F -13 shares

    0.42% of the 13F portfolio, value $1,242,304.

    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 11,380 shares
    Change vs previous 13F +192 shares

    0.43% of the 13F portfolio, value $1,190,057.

    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 11,188 shares
    Change vs previous 13F -512 shares

    0.47% of the 13F portfolio, value $1,289,028.

    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 11,700 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $1,368,473.

    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).