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Sterling Wealth Management, Inc.: DFSD position timeline

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

Sterling Wealth Management, Inc. held 391,353 DFSD 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 391,353 shares
    Change vs previous 13F +14,656 shares

    4.65% of the 13F portfolio, value $18,687,098.

    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 376,697 shares
    Change vs previous 13F +39,020 shares

    4.95% of the 13F portfolio, value $18,036,233.

    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 337,677 shares
    Change vs previous 13F +73,220 shares

    4.62% of the 13F portfolio, value $16,191,630.

    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 264,457 shares
    Change vs previous 13F +51,098 shares

    3.86% of the 13F portfolio, value $12,744,168.

    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 213,359 shares
    Change vs previous 13F +61,574 shares

    3.49% of the 13F portfolio, value $10,243,386.

    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 151,785 shares
    Change vs previous 13F +20,209 shares

    2.63% of the 13F portfolio, value $7,115,702.

    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 131,576 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $6,281,423.

    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).