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Sterling Wealth Advisors Inc: DFUS position timeline

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

Sterling Wealth Advisors Inc held 316,052 DFUS 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 316,052 shares
    Change vs previous 13F -1,079 shares

    14.08% of the 13F portfolio, value $25,897,301.

    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 317,131 shares
    Change vs previous 13F -866 shares

    13.98% of the 13F portfolio, value $24,514,262.

    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 317,997 shares
    Change vs previous 13F +248 shares

    14.24% of the 13F portfolio, value $23,585,845.

    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 317,749 shares
    Change vs previous 13F +6,285 shares

    14.64% of the 13F portfolio, value $22,941,501.

    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 311,464 shares
    Change vs previous 13F -27,815 shares

    14.91% of the 13F portfolio, value $21,076,752.

    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 339,279 shares
    Change vs previous 13F +32,804 shares

    15.81% of the 13F portfolio, value $20,519,579.

    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 306,475 shares
    Change vs previous 13F not available

    15.33% of the 13F portfolio, value $19,537,811.

    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).