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Disclosery

Sterling Financial Planning, Inc.: VBK position timeline

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

Sterling Financial Planning, Inc. held 8,480 VBK 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 8,480 shares
    Change vs previous 13F -19 shares

    0.84% of the 13F portfolio, value $3,101,257.

    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 8,499 shares
    Change vs previous 13F +240 shares

    0.76% of the 13F portfolio, value $2,568,743.

    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 8,259 shares
    Change vs previous 13F +95 shares

    0.75% of the 13F portfolio, value $2,495,115.

    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 8,164 shares
    Change vs previous 13F -114 shares

    0.77% of the 13F portfolio, value $2,429,635.

    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 8,278 shares
    Change vs previous 13F +175 shares

    0.77% of the 13F portfolio, value $2,292,483.

    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 8,103 shares
    Change vs previous 13F -82 shares

    0.74% of the 13F portfolio, value $2,040,048.

    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 8,185 shares
    Change vs previous 13F -43 shares

    0.84% of the 13F portfolio, value $2,292,297.

    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 8,228 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $2,199,793.

    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).