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Disclosery

Sterling Financial Planning, Inc.: VTES position timeline

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

Sterling Financial Planning, Inc. held 34,648 VTES 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 34,648 shares
    Change vs previous 13F +1,672 shares

    0.95% of the 13F portfolio, value $3,510,160.

    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 32,976 shares
    Change vs previous 13F +1,166 shares

    0.99% of the 13F portfolio, value $3,335,198.

    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 31,810 shares
    Change vs previous 13F +1,666 shares

    0.97% of the 13F portfolio, value $3,231,151.

    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 30,144 shares
    Change vs previous 13F +818 shares

    0.97% of the 13F portfolio, value $3,072,431.

    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 29,326 shares
    Change vs previous 13F +902 shares

    0.99% of the 13F portfolio, value $2,959,870.

    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 28,424 shares
    Change vs previous 13F +2,775 shares

    1.04% of the 13F portfolio, value $2,856,911.

    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 25,649 shares
    Change vs previous 13F +4,864 shares

    0.95% of the 13F portfolio, value $2,571,355.

    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 20,785 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $2,108,045.

    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).