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Sterling Wealth Management, Inc.: DFLV position timeline

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

Sterling Wealth Management, Inc. held 382,903 DFLV 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 382,903 shares
    Change vs previous 13F +2,823 shares

    3.76% of the 13F portfolio, value $15,139,998.

    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 380,080 shares
    Change vs previous 13F +6,543 shares

    3.73% of the 13F portfolio, value $13,572,656.

    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 373,537 shares
    Change vs previous 13F +44,779 shares

    3.65% of the 13F portfolio, value $12,778,718.

    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 328,758 shares
    Change vs previous 13F +40,871 shares

    3.28% of the 13F portfolio, value $10,816,151.

    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 287,887 shares
    Change vs previous 13F +29,895 shares

    3.04% of the 13F portfolio, value $8,930,240.

    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 257,992 shares
    Change vs previous 13F +28,599 shares

    2.86% of the 13F portfolio, value $7,747,514.

    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 229,393 shares
    Change vs previous 13F not available

    2.64% of the 13F portfolio, value $7,067,598.

    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).