Sterling Financial Planning, Inc.: IWB position timeline

Sterling Financial Planning, Inc. held 589 IWB 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 589 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $241,196.

   13F-HR 0001844278-26-000004 filed by Sterling Financial Planning, Inc.
   Filed 2026-08-11 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 589 shares

   Change vs previous 13F 0 shares

   0.06% of the 13F portfolio, value $210,014.

   13F-HR 0001844278-26-000003 filed by Sterling Financial Planning, Inc.
   Filed 2026-05-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 589 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $219,956.

   13F-HR 0001844278-26-000001 filed by Sterling Financial Planning, Inc.
   Filed 2026-01-27 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 589 shares

   Change vs previous 13F 0 shares

   0.07% of the 13F portfolio, value $215,268.

   13F-HR 0001844278-25-000002 filed by Sterling Financial Planning, Inc.
   Filed 2025-10-24 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 589 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $200,007.

   13F-HR 0001085146-25-004184 filed by Sterling Financial Planning, Inc.
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).