Filer · Institutional
Sterling Financial Planning,Inc.
CIK 0001844278TRACKEDView on SEC.gov ↗
View analyzed profile →PROReported portfolio value · quarterly
Filings on record · 8
Q1 202613F-HR
0001844278-26-000003 · filed 2026-05-06
117
positions
Q4 202513F-HR
0001844278-26-000001 · filed 2026-01-27
120
positions
Q3 202513F-HR
0001844278-25-000002 · filed 2025-10-24
116
positions
Q2 202513F-HR
0001085146-25-004184 · filed 2025-07-28
116
positions
Q1 202513F-HR
0001085146-25-002403 · filed 2025-04-29
109
positions
Q4 202413F-HR
0001085146-25-000679 · filed 2025-02-03
108
positions
Q3 202413F-HR
0001085146-24-005252 · filed 2024-10-31
108
positions
Q2 202413F-HR
0001085146-24-003349 · filed 2024-07-30
106
positions
Source: SEC EDGAR. Raw filings as filed — no editorial layer applied.