Sterling Financial Planning - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Sterling Financial Planning going back to Feb. 10, 2021
- Sterling Financial Planning 2025 Q3 - filed Oct. 24, 2025 - new!
- Sterling Financial Planning 2025 Q2 - filed July 28, 2025
- Sterling Financial Planning 2025 Q1 - filed April 29, 2025
- Sterling Financial Planning 2024 Q4 - filed Feb. 3, 2025
- Sterling Financial Planning 2024 Q3 - filed Oct. 31, 2024
- Sterling Financial Planning 2024 Q2 - filed July 30, 2024
- Sterling Financial Planning 2024 Q1 - filed May 6, 2024
- Sterling Financial Planning 2023 Q4 - filed Jan. 31, 2024
- Sterling Financial Planning 2023 Q3 - filed Nov. 6, 2023
- Sterling Financial Planning 2023 Q2 - filed July 28, 2023
- Sterling Financial Planning 2023 Q1 - filed May 4, 2023
- Sterling Financial Planning 2022 Q4 - filed Feb. 7, 2023
- Sterling Financial Planning 2022 Q3 - filed Nov. 2, 2022
- Sterling Financial Planning 2022 Q2 - filed July 27, 2022
- Sterling Financial Planning 2022 Q1 - filed May 10, 2022
- Sterling Financial Planning 2021 Q4 - filed Feb. 2, 2022
- Sterling Financial Planning 2021 Q3 - filed Oct. 28, 2021
- Sterling Financial Planning 2021 Q2 - filed Aug. 2, 2021
- Sterling Financial Planning 2021 Q1 - filed April 28, 2021
- Sterling Financial Planning 2020 Q4 - filed Feb. 10, 2021