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Sterling Wealth Advisors Inc: DFAE position timeline

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

Sterling Wealth Advisors Inc held 253,952 DFAE 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 253,952 shares
    Change vs previous 13F -390 shares

    5.55% of the 13F portfolio, value $10,211,420.

    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 254,342 shares
    Change vs previous 13F +2,420 shares

    5.45% of the 13F portfolio, value $9,565,807.

    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 251,922 shares
    Change vs previous 13F +27,634 shares

    4.95% of the 13F portfolio, value $8,205,086.

    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 224,288 shares
    Change vs previous 13F +10,728 shares

    4.58% of the 13F portfolio, value $7,183,933.

    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).

  5. period ended2025-06-30
    13F 213,560 shares
    Change vs previous 13F -1,617 shares

    4.38% of the 13F portfolio, value $6,195,372.

    13F-HR 0001085146-25-003894 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).

  6. period ended2025-03-31
    13F 215,177 shares
    Change vs previous 13F +5,167 shares

    4.29% of the 13F portfolio, value $5,570,936.

    13F-HR 0001085146-25-002990 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).

  7. period ended2024-12-31
    13F 210,010 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $5,327,945.

    13F-HR 0001085146-25-000525 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).