Skip to content
Disclosery

Sterling Wealth Management, Inc.: DFAW position timeline

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

Sterling Wealth Management, Inc. held 24,139 DFAW 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 24,139 shares
    Change vs previous 13F -730 shares

    0.5% of the 13F portfolio, value $1,998,432.

    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 24,869 shares
    Change vs previous 13F +5,143 shares

    0.5% of the 13F portfolio, value $1,834,800.

    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 19,726 shares
    Change vs previous 13F -1,293 shares

    0.42% of the 13F portfolio, value $1,459,355.

    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 21,019 shares
    Change vs previous 13F +3,031 shares

    0.46% of the 13F portfolio, value $1,510,458.

    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 17,988 shares
    Change vs previous 13F +4,666 shares

    0.41% of the 13F portfolio, value $1,206,625.

    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 13,322 shares
    Change vs previous 13F +3,474 shares

    0.31% of the 13F portfolio, value $832,095.

    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 9,848 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $624,978.

    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).