Skip to content
Disclosery

Sterling Financial Planning, Inc.: PRF position timeline

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

Sterling Financial Planning, Inc. held 29,316 PRF 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 29,316 shares
    Change vs previous 13F -1,163 shares

    0.43% of the 13F portfolio, value $1,583,929.

    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 30,479 shares
    Change vs previous 13F +7 shares

    0.43% of the 13F portfolio, value $1,448,647.

    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 30,472 shares
    Change vs previous 13F -2,164 shares

    0.43% of the 13F portfolio, value $1,429,742.

    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 32,636 shares
    Change vs previous 13F -1,213 shares

    0.47% of the 13F portfolio, value $1,475,493.

    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 33,849 shares
    Change vs previous 13F -21 shares

    0.48% of the 13F portfolio, value $1,430,813.

    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 33,870 shares
    Change vs previous 13F -918 shares

    0.5% of the 13F portfolio, value $1,368,706.

    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 34,788 shares
    Change vs previous 13F -1,852 shares

    0.52% of the 13F portfolio, value $1,403,353.

    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 36,640 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $1,488,664.

    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).