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Disclosery

Sterling Financial Planning, Inc.: IJS position timeline

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

Sterling Financial Planning, Inc. held 73,343 IJS 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 73,343 shares
    Change vs previous 13F -3,364 shares

    2.73% of the 13F portfolio, value $10,024,475.

    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 76,707 shares
    Change vs previous 13F -2,359 shares

    2.69% of the 13F portfolio, value $9,085,918.

    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 79,066 shares
    Change vs previous 13F -177 shares

    2.71% of the 13F portfolio, value $8,991,416.

    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 79,243 shares
    Change vs previous 13F -1,404 shares

    2.76% of the 13F portfolio, value $8,763,440.

    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 80,647 shares
    Change vs previous 13F +567 shares

    2.68% of the 13F portfolio, value $8,023,545.

    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 80,080 shares
    Change vs previous 13F -890 shares

    2.83% of the 13F portfolio, value $7,806,177.

    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 80,970 shares
    Change vs previous 13F -992 shares

    3.24% of the 13F portfolio, value $8,794,142.

    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 81,962 shares
    Change vs previous 13F not available

    3.25% of the 13F portfolio, value $8,824,064.

    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).