Skip to content
Disclosery

Sterling Wealth Management, Inc.: DFIS position timeline

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

Sterling Wealth Management, Inc. held 101,028 DFIS 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 101,028 shares
    Change vs previous 13F +755 shares

    0.88% of the 13F portfolio, value $3,539,007.

    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 100,273 shares
    Change vs previous 13F +1,792 shares

    0.93% of the 13F portfolio, value $3,376,206.

    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 98,481 shares
    Change vs previous 13F +5,659 shares

    0.93% of the 13F portfolio, value $3,243,962.

    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 92,822 shares
    Change vs previous 13F +9,951 shares

    0.89% of the 13F portfolio, value $2,935,962.

    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 82,871 shares
    Change vs previous 13F +29,450 shares

    0.84% of the 13F portfolio, value $2,472,871.

    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 53,421 shares
    Change vs previous 13F +7,217 shares

    0.48% of the 13F portfolio, value $1,311,760.

    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 46,204 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,239,649.

    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).