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Sterling Wealth Management, Inc.: DFAT position timeline

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

Sterling Wealth Management, Inc. held 365,048 DFAT 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 365,048 shares
    Change vs previous 13F +824 shares

    6.34% of the 13F portfolio, value $25,516,825.

    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 364,224 shares
    Change vs previous 13F +14,192 shares

    6.24% of the 13F portfolio, value $22,745,807.

    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 350,032 shares
    Change vs previous 13F +27,852 shares

    5.95% of the 13F portfolio, value $20,840,925.

    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 322,180 shares
    Change vs previous 13F +22,979 shares

    5.68% of the 13F portfolio, value $18,754,115.

    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 299,201 shares
    Change vs previous 13F +19,695 shares

    5.5% of the 13F portfolio, value $16,144,868.

    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 279,506 shares
    Change vs previous 13F +18,213 shares

    5.75% of the 13F portfolio, value $15,557,312.

    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 261,293 shares
    Change vs previous 13F not available

    5.43% of the 13F portfolio, value $14,535,703.

    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).