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Sterling Wealth Advisors Inc: DFGR position timeline

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

Sterling Wealth Advisors Inc held 80,071 DFGR 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 80,071 shares
    Change vs previous 13F +970 shares

    1.26% of the 13F portfolio, value $2,319,661.

    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 79,101 shares
    Change vs previous 13F +83 shares

    1.31% of the 13F portfolio, value $2,292,360.

    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 79,018 shares
    Change vs previous 13F +20,047 shares

    1.26% of the 13F portfolio, value $2,087,662.

    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 58,971 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $1,615,797.

    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).