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Disclosery

Sterling Financial Planning, Inc.: VYM position timeline

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

Sterling Financial Planning, Inc. held 83,032 VYM 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 83,032 shares
    Change vs previous 13F +1,613 shares

    3.57% of the 13F portfolio, value $13,121,580.

    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 81,419 shares
    Change vs previous 13F +2,373 shares

    3.58% of the 13F portfolio, value $12,058,200.

    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 79,046 shares
    Change vs previous 13F +2,300 shares

    3.42% of the 13F portfolio, value $11,344,621.

    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 76,746 shares
    Change vs previous 13F +1,552 shares

    3.41% of the 13F portfolio, value $10,817,394.

    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 75,194 shares
    Change vs previous 13F +3,889 shares

    3.35% of the 13F portfolio, value $10,024,112.

    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 71,305 shares
    Change vs previous 13F +1,442 shares

    3.33% of the 13F portfolio, value $9,195,441.

    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 69,863 shares
    Change vs previous 13F +469 shares

    3.28% of the 13F portfolio, value $8,913,806.

    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 69,394 shares
    Change vs previous 13F not available

    3.28% of the 13F portfolio, value $8,896,276.

    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).