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Disclosery

Sterling Financial Planning, Inc.: TIP position timeline

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

Sterling Financial Planning, Inc. held 14,505 TIP 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 14,505 shares
    Change vs previous 13F +229 shares

    0.43% of the 13F portfolio, value $1,587,264.

    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 14,276 shares
    Change vs previous 13F -591 shares

    0.47% of the 13F portfolio, value $1,575,459.

    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 14,867 shares
    Change vs previous 13F +463 shares

    0.49% of the 13F portfolio, value $1,634,035.

    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 14,404 shares
    Change vs previous 13F -1,162 shares

    0.51% of the 13F portfolio, value $1,602,019.

    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 15,566 shares
    Change vs previous 13F -310 shares

    0.57% of the 13F portfolio, value $1,712,872.

    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 15,876 shares
    Change vs previous 13F -9,124 shares

    0.64% of the 13F portfolio, value $1,763,686.

    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 25,000 shares
    Change vs previous 13F +10,345 shares

    0.98% of the 13F portfolio, value $2,663,771.

    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 14,655 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,618,971.

    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).