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Sterling Wealth Advisors Inc: DFIC position timeline

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

Sterling Wealth Advisors Inc held 296,104 DFIC 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 296,104 shares
    Change vs previous 13F -220 shares

    6% of the 13F portfolio, value $11,032,847.

    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 296,324 shares
    Change vs previous 13F -405 shares

    6.39% of the 13F portfolio, value $11,212,912.

    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 296,729 shares
    Change vs previous 13F -29,422 shares

    6.17% of the 13F portfolio, value $10,225,292.

    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 326,151 shares
    Change vs previous 13F 0 shares

    6.84% of the 13F portfolio, value $10,723,855.

    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 326,151 shares
    Change vs previous 13F +325 shares

    7.17% of the 13F portfolio, value $10,136,783.

    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 325,826 shares
    Change vs previous 13F +23,669 shares

    6.97% of the 13F portfolio, value $9,048,189.

    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 302,157 shares
    Change vs previous 13F not available

    6.13% of the 13F portfolio, value $7,809,255.

    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).