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Sterling Wealth Management, Inc.: DFAS position timeline

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

Sterling Wealth Management, Inc. held 182,371 DFAS 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 182,371 shares
    Change vs previous 13F -3,048 shares

    3.73% of the 13F portfolio, value $15,016,426.

    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 185,419 shares
    Change vs previous 13F +2,711 shares

    3.62% of the 13F portfolio, value $13,188,835.

    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 182,708 shares
    Change vs previous 13F +5,533 shares

    3.63% of the 13F portfolio, value $12,729,272.

    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 177,175 shares
    Change vs previous 13F +5,404 shares

    3.68% of the 13F portfolio, value $12,129,422.

    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 171,771 shares
    Change vs previous 13F +2,243 shares

    3.73% of the 13F portfolio, value $10,943,511.

    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 169,528 shares
    Change vs previous 13F +7,045 shares

    4.07% of the 13F portfolio, value $11,032,891.

    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 162,483 shares
    Change vs previous 13F not available

    3.93% of the 13F portfolio, value $10,538,617.

    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).