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Disclosery

Sterling Wealth Management, Inc.: DFAC position timeline

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

Sterling Wealth Management, Inc. held 250,822 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 250,822 shares
    Change vs previous 13F -310 shares

    2.77% of the 13F portfolio, value $11,126,451.

    13F-HR 0001172661-26-002953 filed by Sterling Wealth Management, 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 251,132 shares
    Change vs previous 13F -81 shares

    2.68% of the 13F portfolio, value $9,759,006.

    13F-HR 0001172661-26-001854 filed by Sterling Wealth Management, 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 251,213 shares
    Change vs previous 13F -14,731 shares

    2.84% of the 13F portfolio, value $9,945,507.

    13F-HR 0001172661-26-000911 filed by Sterling Wealth Management, 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 265,944 shares
    Change vs previous 13F -11,897 shares

    3.11% of the 13F portfolio, value $10,257,458.

    13F-HR 0001172661-25-005196 filed by Sterling Wealth Management, 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 277,841 shares
    Change vs previous 13F -3,141 shares

    3.39% of the 13F portfolio, value $9,957,822.

    13F-HR 0001172661-25-003401 filed by Sterling Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-12-31
    13F 280,982 shares
    Change vs previous 13F -419 shares

    3.59% of the 13F portfolio, value $9,719,166.

    13F-HR 0001172661-25-001058 filed by Sterling Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-09-30
    13F 281,401 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $9,649,236.

    13F-HR 0001172661-24-005120 filed by Sterling Wealth Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).