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Sterling Wealth Management, Inc.: DFUV position timeline

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

Sterling Wealth Management, Inc. held 275,221 DFUV 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 275,221 shares
    Change vs previous 13F -9,819 shares

    3.76% of the 13F portfolio, value $15,139,882.

    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 285,040 shares
    Change vs previous 13F -1,926 shares

    3.79% of the 13F portfolio, value $13,813,035.

    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 286,966 shares
    Change vs previous 13F -4,265 shares

    3.81% of the 13F portfolio, value $13,369,734.

    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 291,231 shares
    Change vs previous 13F -8,024 shares

    3.95% of the 13F portfolio, value $13,015,101.

    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 299,255 shares
    Change vs previous 13F +1,516 shares

    4.31% of the 13F portfolio, value $12,652,509.

    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 297,739 shares
    Change vs previous 13F +30 shares

    4.5% of the 13F portfolio, value $12,183,491.

    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 297,709 shares
    Change vs previous 13F not available

    4.63% of the 13F portfolio, value $12,411,483.

    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).