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Sterling Wealth Advisors Inc: DFAC position timeline

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

Sterling Wealth Advisors Inc held 70,084 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 70,084 shares
    Change vs previous 13F +7,246 shares

    1.69% of the 13F portfolio, value $3,108,929.

    13F-HR 0001943937-26-000004 filed by Sterling Wealth Advisors 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 62,838 shares
    Change vs previous 13F +10,411 shares

    1.51% of the 13F portfolio, value $2,647,345.

    13F-HR 0001943937-26-000003 filed by Sterling Wealth Advisors 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 52,427 shares
    Change vs previous 13F +14,866 shares

    1.25% of the 13F portfolio, value $2,075,572.

    13F-HR 0001943937-26-000001 filed by Sterling Wealth Advisors 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 37,561 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,436,712.

    13F-HR 0001943937-25-000002 filed by Sterling Wealth Advisors Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).