Skip to content
Disclosery

Sterling Financial Planning, Inc.: VTIP position timeline

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

Sterling Financial Planning, Inc. held 61,111 VTIP 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 61,111 shares
    Change vs previous 13F +5,039 shares

    0.83% of the 13F portfolio, value $3,069,595.

    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 56,072 shares
    Change vs previous 13F +5,254 shares

    0.83% of the 13F portfolio, value $2,800,815.

    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 50,818 shares
    Change vs previous 13F +4,586 shares

    0.76% of the 13F portfolio, value $2,513,477.

    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 46,232 shares
    Change vs previous 13F +2,247 shares

    0.74% of the 13F portfolio, value $2,340,705.

    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 43,985 shares
    Change vs previous 13F +1,789 shares

    0.74% of the 13F portfolio, value $2,211,140.

    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 42,196 shares
    Change vs previous 13F +4,560 shares

    0.76% of the 13F portfolio, value $2,105,596.

    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 37,636 shares
    Change vs previous 13F +33 shares

    0.67% of the 13F portfolio, value $1,822,350.

    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 37,603 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $1,854,222.

    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).