Notify me when Sterling Financial Planning, Inc. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 120 | $331,810,222 | +$9,274,352 | -$3,233,358 | +$6,040,994 | IAU, IJJ, IJT, IVW, IJK | 13F-HR | 27 Jan 2026, 16:30 |
| Q3 2025 | 116 | $317,136,210 | +$3,806,184 | -$6,973,686 | -$3,167,502 | IAU, IJJ, IVW, IJT, IJK | 13F-HR | 23 Oct 2025, 20:23 |
| Q2 2025 | 116 | $299,337,343 | +$10,743,403 | -$3,495,958 | +$7,247,445 | IJJ, IAU, IVW, IJT, IJK | 13F-HR | 28 Jul 2025, 12:47 |
| Q1 2025 | 109 | $275,735,022 | +$13,740,511 | -$9,056,035 | +$4,684,476 | IAU, IJJ, IJT, IJK, IVW | 13F-HR | 28 Apr 2025, 17:47 |
| Q4 2024 | 108 | $271,792,307 | +$17,807,573 | -$5,716,945 | +$12,090,628 | IJJ, IAU, IVW, IJT, IJK | 13F-HR | 31 Jan 2025, 19:59 |
| Q3 2024 | 108 | $271,216,228 | +$9,211,986 | -$2,104,486 | +$7,107,500 | IJJ, IAU, IJT, IJK, IVW | 13F-HR | 31 Oct 2024, 10:48 |
| Q2 2024 | 106 | $246,452,383 | +$8,141,625 | -$8,146,653 | -$5,028 | IJJ, IVW, IAU, IJT, IJK | 13F-HR | 30 Jul 2024, 17:25 |
| Q1 2024 | 105 | $246,817,704 | +$12,329,207 | -$5,526,623 | +$6,802,584 | IJJ, IAU, IJK, IJT, IVW | 13F-HR | 06 May 2024, 12:56 |
| Q4 2023 | 102 | $230,985,973 | +$17,977,439 | -$1,662,165 | +$16,315,274 | IJJ, IJT, IAU, IVW, IJK | 13F-HR | 31 Jan 2024, 15:46 |
| Q3 2023 | 93 | $195,245,823 | +$5,368,478 | -$2,717,204 | +$2,651,274 | IJJ, IAU, IVW, IJT, IJK | 13F-HR | 03 Nov 2023, 17:57 |
| Q2 2023 | 98 | $201,838,539 | +$13,742,357 | -$1,821,611 | +$11,920,746 | IJJ, IAU, IVW, IJK, IJT | 13F-HR | 28 Jul 2023, 14:06 |
| Q1 2023 | 95 | $184,234,092 | +$14,491,285 | -$4,853,636 | +$9,637,649 | IAU, IJJ, IJK, IJT, IVW | 13F-HR | 03 May 2023, 21:42 |
| Q4 2022 | 90 | $167,580,425 | +$14,944,594 | -$2,737,576 | +$12,207,018 | IAU, IJJ, IJT, IJK, IJS | 13F-HR | 06 Feb 2023, 18:33 |
| Q3 2022 | 83 | $142,623,000 | +$13,530,208 | -$4,210,156 | +$9,320,052 | IAU, IJJ, IJT, IJK, IVW | 13F-HR | 01 Nov 2022, 19:56 |
| Q2 2022 | 89 | $142,267,000 | +$9,520,937 | -$4,091,362 | +$5,429,575 | IJJ, IAU, IJK, IJT, IVW | 13F-HR | 26 Jul 2022, 19:25 |
| Q1 2022 | 95 | $158,833,000 | +$8,515,521 | -$3,988,512 | +$4,527,009 | IJJ, IAU, IVW, IJK, IJT | 13F-HR | 09 May 2022, 18:37 |
| Q4 2021 | 95 | $159,924,000 | +$6,015,952 | -$13,550,562 | -$7,534,610 | IJJ, IVW, IJK, IJT, IJS | 13F-HR | 01 Feb 2022, 21:21 |
| Q3 2021 | 423 | $157,085,000 | +$7,869,408 | -$2,036,475 | +$5,832,933 | IJJ, IJK, IVW, IJT, IJS | 13F-HR | 28 Oct 2021, 13:54 |
| Q2 2021 | 396 | $153,968,000 | +$14,976,621 | -$8,508,160 | +$6,468,461 | IJJ, IJK, IVW, IJT, IJS | 13F-HR | 02 Aug 2021, 13:26 |
| Q1 2021 | 378 | $140,217,000 | +$10,276,207 | -$4,607,197 | +$5,669,010 | IJJ, IJK, IJT, IVW, IJS | 13F-HR | 28 Apr 2021, 15:15 |
| Q4 2020 | 354 | $124,185,000 | $0 | $0 | $0 | IJK, IJJ, IVW, IJT, IJH | 13F-HR | 09 Feb 2021, 21:46 |