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Sterling Wealth Management, Inc.: DFCF position timeline

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

Sterling Wealth Management, Inc. held 623,012 DFCF 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 623,012 shares
    Change vs previous 13F +19,479 shares

    6.54% of the 13F portfolio, value $26,297,342.

    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 603,533 shares
    Change vs previous 13F +53,214 shares

    7% of the 13F portfolio, value $25,481,178.

    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 550,319 shares
    Change vs previous 13F +106,992 shares

    6.68% of the 13F portfolio, value $23,421,595.

    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 443,327 shares
    Change vs previous 13F +94,078 shares

    5.75% of the 13F portfolio, value $18,956,655.

    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 349,249 shares
    Change vs previous 13F +137,568 shares

    5.03% of the 13F portfolio, value $14,759,274.

    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 211,681 shares
    Change vs previous 13F +39,099 shares

    3.23% of the 13F portfolio, value $8,736,086.

    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 172,582 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $7,453,816.

    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).