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Sterling Wealth Management, Inc.: DUSB position timeline

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

Sterling Wealth Management, Inc. held 499,163 DUSB 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 499,163 shares
    Change vs previous 13F +4,116 shares

    6.3% of the 13F portfolio, value $25,347,523.

    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 495,047 shares
    Change vs previous 13F +23,156 shares

    6.89% of the 13F portfolio, value $25,103,821.

    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 471,891 shares
    Change vs previous 13F -1,378 shares

    6.82% of the 13F portfolio, value $23,901,265.

    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 473,269 shares
    Change vs previous 13F +12,793 shares

    7.28% of the 13F portfolio, value $24,032,599.

    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 460,476 shares
    Change vs previous 13F -38,648 shares

    7.96% of the 13F portfolio, value $23,369,167.

    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 499,124 shares
    Change vs previous 13F +833 shares

    9.33% of the 13F portfolio, value $25,250,687.

    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 498,291 shares
    Change vs previous 13F not available

    9.44% of the 13F portfolio, value $25,298,258.

    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).