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Disclosery

Sterling Wealth Management, Inc.: DISV position timeline

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

Sterling Wealth Management, Inc. held 118,388 DISV 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 118,388 shares
    Change vs previous 13F +1,186 shares

    1.18% of the 13F portfolio, value $4,750,896.

    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 117,202 shares
    Change vs previous 13F +5,299 shares

    1.27% of the 13F portfolio, value $4,622,441.

    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 111,903 shares
    Change vs previous 13F +9,042 shares

    1.21% of the 13F portfolio, value $4,252,313.

    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 102,861 shares
    Change vs previous 13F +11,615 shares

    1.11% of the 13F portfolio, value $3,671,094.

    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 91,246 shares
    Change vs previous 13F +13,252 shares

    1.02% of the 13F portfolio, value $3,002,916.

    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 77,994 shares
    Change vs previous 13F +10,733 shares

    0.77% of the 13F portfolio, value $2,072,312.

    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 67,261 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,954,614.

    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).