Skip to content
Disclosery

Sterling Wealth Management, Inc.: DFAE position timeline

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

Sterling Wealth Management, Inc. held 483,895 DFAE 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 483,895 shares
    Change vs previous 13F -4,231 shares

    4.84% of the 13F portfolio, value $19,457,421.

    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 488,126 shares
    Change vs previous 13F +6,292 shares

    4.54% of the 13F portfolio, value $16,527,948.

    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 481,834 shares
    Change vs previous 13F +29,323 shares

    4.48% of the 13F portfolio, value $15,693,333.

    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 452,511 shares
    Change vs previous 13F +41,299 shares

    4.32% of the 13F portfolio, value $14,267,669.

    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 411,212 shares
    Change vs previous 13F +23,052 shares

    4.06% of the 13F portfolio, value $11,904,594.

    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 388,160 shares
    Change vs previous 13F +34,128 shares

    3.64% of the 13F portfolio, value $9,847,627.

    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 354,032 shares
    Change vs previous 13F not available

    3.62% of the 13F portfolio, value $9,704,028.

    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).