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Sterling Wealth Management, Inc.: DFIV position timeline

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

Sterling Wealth Management, Inc. held 116,430 DFIV 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 116,430 shares
    Change vs previous 13F +227 shares

    1.56% of the 13F portfolio, value $6,289,569.

    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 116,203 shares
    Change vs previous 13F -2,125 shares

    1.68% of the 13F portfolio, value $6,133,199.

    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 118,328 shares
    Change vs previous 13F +6,395 shares

    1.68% of the 13F portfolio, value $5,904,562.

    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 111,933 shares
    Change vs previous 13F +7,734 shares

    1.56% of the 13F portfolio, value $5,162,351.

    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 104,199 shares
    Change vs previous 13F +4,036 shares

    1.52% of the 13F portfolio, value $4,462,828.

    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 100,163 shares
    Change vs previous 13F +7,674 shares

    1.31% of the 13F portfolio, value $3,553,801.

    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 92,489 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $3,521,980.

    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).