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Sterling Wealth Management, Inc.: DFGR position timeline

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

Sterling Wealth Management, Inc. held 98,331 DFGR 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 98,331 shares
    Change vs previous 13F -836 shares

    0.71% of the 13F portfolio, value $2,848,638.

    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 99,167 shares
    Change vs previous 13F +4,191 shares

    0.72% of the 13F portfolio, value $2,635,855.

    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 94,976 shares
    Change vs previous 13F +8,761 shares

    0.72% of the 13F portfolio, value $2,509,274.

    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 86,215 shares
    Change vs previous 13F +7,377 shares

    0.71% of the 13F portfolio, value $2,354,543.

    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 78,838 shares
    Change vs previous 13F -14,894 shares

    0.72% of the 13F portfolio, value $2,115,225.

    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 93,732 shares
    Change vs previous 13F +2,708 shares

    0.88% of the 13F portfolio, value $2,393,923.

    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 91,024 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $2,626,957.

    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).