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Sterling Wealth Advisors Inc: DFAX position timeline

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

Sterling Wealth Advisors Inc held 62,593 DFAX 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 62,593 shares
    Change vs previous 13F +7,808 shares

    1.25% of the 13F portfolio, value $2,305,908.

    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 54,785 shares
    Change vs previous 13F +13,190 shares

    1.15% of the 13F portfolio, value $2,011,703.

    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 41,595 shares
    Change vs previous 13F +8,583 shares

    0.82% of the 13F portfolio, value $1,361,395.

    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 33,012 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,039,891.

    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).