Sterling Financial Planning, Inc.: VEA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sterling Financial Planning, Inc. on VEA, newest first. How the timeline and the estimate are built.
Sterling Financial Planning, Inc. held 28,535 VEA shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 28,535 sharesChange vs previous 13F -309 shares
0.55% of the 13F portfolio, value $2,033,135.
13F-HR 0001844278-26-000004 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,844 sharesChange vs previous 13F -718 shares
0.55% of the 13F portfolio, value $1,848,306.
13F-HR 0001844278-26-000003 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,562 sharesChange vs previous 13F -460 shares
0.56% of the 13F portfolio, value $1,846,761.
13F-HR 0001844278-26-000001 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 30,022 sharesChange vs previous 13F -1,209 shares
0.57% of the 13F portfolio, value $1,798,947.
13F-HR 0001844278-25-000002 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 31,231 sharesChange vs previous 13F -1,368 shares
0.59% of the 13F portfolio, value $1,780,503.
13F-HR 0001085146-25-004184 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,599 sharesChange vs previous 13F +718 shares
0.6% of the 13F portfolio, value $1,657,007.
13F-HR 0001085146-25-002403 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 31,881 sharesChange vs previous 13F -285 shares
0.56% of the 13F portfolio, value $1,524,557.
13F-HR 0001085146-25-000679 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 32,166 sharesChange vs previous 13F not available
0.63% of the 13F portfolio, value $1,698,698.
13F-HR 0001085146-24-005252 filed by Sterling Financial Planning, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).