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Disclosery

Sterling Financial Planning, Inc.: IVW position timeline

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

Sterling Financial Planning, Inc. held 148,229 IVW 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 148,229 shares
    Change vs previous 13F -477 shares

    5.54% of the 13F portfolio, value $20,385,919.

    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 148,706 shares
    Change vs previous 13F +2,844 shares

    4.99% of the 13F portfolio, value $16,820,109.

    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 145,862 shares
    Change vs previous 13F -2,237 shares

    5.42% of the 13F portfolio, value $17,978,947.

    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 148,099 shares
    Change vs previous 13F -7,441 shares

    5.64% of the 13F portfolio, value $17,878,558.

    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 155,540 shares
    Change vs previous 13F +1,165 shares

    5.72% of the 13F portfolio, value $17,124,956.

    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 154,375 shares
    Change vs previous 13F +1,107 shares

    5.2% of the 13F portfolio, value $14,330,649.

    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 153,268 shares
    Change vs previous 13F -2,305 shares

    5.73% of the 13F portfolio, value $15,561,250.

    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 155,573 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $14,896,110.

    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).