Skip to content
Disclosery

Sterling Financial Planning, Inc.: SCZ position timeline

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

Sterling Financial Planning, Inc. held 15,997 SCZ 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 15,997 shares
    Change vs previous 13F -562 shares

    0.36% of the 13F portfolio, value $1,316,050.

    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 16,559 shares
    Change vs previous 13F -1,104 shares

    0.38% of the 13F portfolio, value $1,298,394.

    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 17,663 shares
    Change vs previous 13F -474 shares

    0.41% of the 13F portfolio, value $1,369,439.

    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 18,137 shares
    Change vs previous 13F -1,285 shares

    0.44% of the 13F portfolio, value $1,391,467.

    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 19,422 shares
    Change vs previous 13F -1,350 shares

    0.47% of the 13F portfolio, value $1,411,587.

    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 20,772 shares
    Change vs previous 13F -354 shares

    0.48% of the 13F portfolio, value $1,319,632.

    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 21,126 shares
    Change vs previous 13F +75 shares

    0.47% of the 13F portfolio, value $1,283,414.

    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 21,051 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $1,425,152.

    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).