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Disclosery

Sterling Financial Planning, Inc.: IJT position timeline

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

Sterling Financial Planning, Inc. held 128,012 IJT 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 128,012 shares
    Change vs previous 13F -1,844 shares

    6.22% of the 13F portfolio, value $22,863,020.

    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 129,856 shares
    Change vs previous 13F +1,008 shares

    5.57% of the 13F portfolio, value $18,791,421.

    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 128,848 shares
    Change vs previous 13F +4,670 shares

    5.48% of the 13F portfolio, value $18,188,127.

    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 124,178 shares
    Change vs previous 13F +387 shares

    5.54% of the 13F portfolio, value $17,571,123.

    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 123,791 shares
    Change vs previous 13F +5,855 shares

    5.5% of the 13F portfolio, value $16,469,133.

    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 117,936 shares
    Change vs previous 13F +5,558 shares

    5.33% of the 13F portfolio, value $14,683,040.

    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 112,378 shares
    Change vs previous 13F -902 shares

    5.6% of the 13F portfolio, value $15,212,568.

    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 113,280 shares
    Change vs previous 13F not available

    5.83% of the 13F portfolio, value $15,801,471.

    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).