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Sterling Financial Planning, Inc.: XBJA position timeline

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

Sterling Financial Planning, Inc. held 288,650 XBJA 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 288,650 shares
    Change vs previous 13F +3,703 shares

    2.65% of the 13F portfolio, value $9,757,817.

    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 284,947 shares
    Change vs previous 13F +10,097 shares

    2.64% of the 13F portfolio, value $8,913,155.

    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 274,850 shares
    Change vs previous 13F +7,575 shares

    2.65% of the 13F portfolio, value $8,787,022.

    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 267,275 shares
    Change vs previous 13F +5,558 shares

    2.64% of the 13F portfolio, value $8,363,555.

    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 261,717 shares
    Change vs previous 13F +11,775 shares

    2.64% of the 13F portfolio, value $7,888,150.

    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 249,942 shares
    Change vs previous 13F +19,929 shares

    2.56% of the 13F portfolio, value $7,055,849.

    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 230,013 shares
    Change vs previous 13F +7,957 shares

    2.43% of the 13F portfolio, value $6,617,460.

    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 222,056 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $6,293,053.

    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).