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Sterling Financial Planning, Inc.: VCSH position timeline

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

Sterling Financial Planning, Inc. held 61,984 VCSH 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 61,984 shares
    Change vs previous 13F +6,383 shares

    1.33% of the 13F portfolio, value $4,898,579.

    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 55,601 shares
    Change vs previous 13F +9,073 shares

    1.31% of the 13F portfolio, value $4,407,464.

    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 46,528 shares
    Change vs previous 13F +4,723 shares

    1.12% of the 13F portfolio, value $3,709,679.

    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 41,805 shares
    Change vs previous 13F +5,988 shares

    1.05% of the 13F portfolio, value $3,341,471.

    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 35,817 shares
    Change vs previous 13F +1,441 shares

    0.95% of the 13F portfolio, value $2,847,471.

    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 34,376 shares
    Change vs previous 13F +6,871 shares

    0.98% of the 13F portfolio, value $2,713,612.

    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 27,505 shares
    Change vs previous 13F +600 shares

    0.79% of the 13F portfolio, value $2,145,659.

    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 26,905 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $2,136,764.

    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).