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Sterling Wealth Management, Inc.: DFUS position timeline

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

Sterling Wealth Management, Inc. held 48,750 DFUS 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 48,750 shares
    Change vs previous 13F -141 shares

    0.99% of the 13F portfolio, value $3,994,554.

    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 48,891 shares
    Change vs previous 13F +17 shares

    0.95% of the 13F portfolio, value $3,466,874.

    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 48,874 shares
    Change vs previous 13F +15 shares

    1.03% of the 13F portfolio, value $3,625,002.

    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 48,859 shares
    Change vs previous 13F +17 shares

    1.07% of the 13F portfolio, value $3,539,352.

    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 48,842 shares
    Change vs previous 13F -1,367 shares

    1.12% of the 13F portfolio, value $3,273,397.

    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 50,209 shares
    Change vs previous 13F +136 shares

    1.18% of the 13F portfolio, value $3,200,820.

    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 50,073 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $3,114,513.

    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).