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Disclosery

Sterling Financial Planning, Inc.: VOT position timeline

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

Sterling Financial Planning, Inc. held 11,514 VOT 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 11,514 shares
    Change vs previous 13F +212 shares

    0.96% of the 13F portfolio, value $3,526,625.

    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 11,302 shares
    Change vs previous 13F +7 shares

    0.86% of the 13F portfolio, value $2,908,626.

    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 11,295 shares
    Change vs previous 13F +573 shares

    0.95% of the 13F portfolio, value $3,153,014.

    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 10,722 shares
    Change vs previous 13F -301 shares

    0.99% of the 13F portfolio, value $3,150,092.

    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 11,023 shares
    Change vs previous 13F +1,476 shares

    1.05% of the 13F portfolio, value $3,134,835.

    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 9,547 shares
    Change vs previous 13F +374 shares

    0.85% of the 13F portfolio, value $2,335,523.

    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 9,173 shares
    Change vs previous 13F -52 shares

    0.86% of the 13F portfolio, value $2,327,544.

    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 9,225 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,245,925.

    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).