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Disclosery

Sterling Financial Planning, Inc.: MUB position timeline

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

Sterling Financial Planning, Inc. held 17,094 MUB 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 17,094 shares
    Change vs previous 13F +745 shares

    0.5% of the 13F portfolio, value $1,839,705.

    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 16,349 shares
    Change vs previous 13F -5 shares

    0.51% of the 13F portfolio, value $1,735,468.

    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 16,354 shares
    Change vs previous 13F -148 shares

    0.53% of the 13F portfolio, value $1,751,727.

    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 16,502 shares
    Change vs previous 13F -776 shares

    0.55% of the 13F portfolio, value $1,757,308.

    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 17,278 shares
    Change vs previous 13F +35 shares

    0.6% of the 13F portfolio, value $1,805,215.

    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 17,243 shares
    Change vs previous 13F -5,996 shares

    0.66% of the 13F portfolio, value $1,818,131.

    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 23,239 shares
    Change vs previous 13F +5,816 shares

    0.91% of the 13F portfolio, value $2,476,126.

    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 17,423 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $1,892,645.

    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).