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Sterling Wealth Advisors Inc: DFCF position timeline

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

Sterling Wealth Advisors Inc held 296,233 DFCF 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 296,233 shares
    Change vs previous 13F +24,827 shares

    6.8% of the 13F portfolio, value $12,504,005.

    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 271,406 shares
    Change vs previous 13F +11,033 shares

    6.61% of the 13F portfolio, value $11,586,325.

    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 260,373 shares
    Change vs previous 13F +82,892 shares

    6.69% of the 13F portfolio, value $11,081,495.

    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 177,481 shares
    Change vs previous 13F +49,510 shares

    4.89% of the 13F portfolio, value $7,661,856.

    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 127,971 shares
    Change vs previous 13F +877 shares

    3.8% of the 13F portfolio, value $5,369,643.

    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 127,094 shares
    Change vs previous 13F -5,150 shares

    4.12% of the 13F portfolio, value $5,345,553.

    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 132,244 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $5,457,695.

    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).