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Sterling Financial Planning, Inc.: VTEB position timeline

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

Sterling Financial Planning, Inc. held 78,977 VTEB 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 78,977 shares
    Change vs previous 13F +1,538 shares

    1.09% of the 13F portfolio, value $3,994,651.

    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 77,439 shares
    Change vs previous 13F +3,342 shares

    1.15% of the 13F portfolio, value $3,863,437.

    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 74,097 shares
    Change vs previous 13F +9,473 shares

    1.12% of the 13F portfolio, value $3,726,329.

    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 64,624 shares
    Change vs previous 13F +1,691 shares

    1.02% of the 13F portfolio, value $3,235,706.

    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 62,933 shares
    Change vs previous 13F +539 shares

    1.03% of the 13F portfolio, value $3,085,585.

    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 62,394 shares
    Change vs previous 13F -78 shares

    1.12% of the 13F portfolio, value $3,095,974.

    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 62,472 shares
    Change vs previous 13F +11,509 shares

    1.15% of the 13F portfolio, value $3,131,705.

    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 50,963 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $2,605,222.

    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).