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Sterling Wealth Management, Inc.: DFGX position timeline

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

Sterling Wealth Management, Inc. held 112,208 DFGX 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 112,208 shares
    Change vs previous 13F +1,181 shares

    1.49% of the 13F portfolio, value $6,013,768.

    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 111,027 shares
    Change vs previous 13F +9,609 shares

    1.6% of the 13F portfolio, value $5,823,424.

    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 101,418 shares
    Change vs previous 13F +15,527 shares

    1.52% of the 13F portfolio, value $5,338,153.

    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 85,891 shares
    Change vs previous 13F +14,091 shares

    1.4% of the 13F portfolio, value $4,634,691.

    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 71,800 shares
    Change vs previous 13F +15,331 shares

    1.31% of the 13F portfolio, value $3,831,228.

    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 56,469 shares
    Change vs previous 13F +6,659 shares

    1.09% of the 13F portfolio, value $2,954,442.

    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 49,810 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,695,216.

    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).