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Pacific Sun Financial Corp: IBB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Pacific Sun Financial Corp on IBB, newest first. How the timeline and the estimate are built.

Pacific Sun Financial Corp held 2,833 IBB shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,833 shares
    Change vs previous 13F -600 shares

    0.22% of the 13F portfolio, value $538,808.

    13F-HR 0000947517-26-000003 filed by Pacific Sun Financial Corp
    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 3,433 shares
    Change vs previous 13F +10 shares

    0.28% of the 13F portfolio, value $579,662.

    13F-HR 0000947517-26-000002 filed by Pacific Sun Financial Corp
    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 3,423 shares
    Change vs previous 13F -674 shares

    0.28% of the 13F portfolio, value $577,700.

    13F-HR 0000947517-26-000001 filed by Pacific Sun Financial Corp
    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 4,097 shares
    Change vs previous 13F -170 shares

    0.29% of the 13F portfolio, value $591,484.

    13F-HR 0000947517-25-000003 filed by Pacific Sun Financial Corp
    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 4,267 shares
    Change vs previous 13F -110 shares

    0.28% of the 13F portfolio, value $539,818.

    13F-HR 0001085146-25-004312 filed by Pacific Sun Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,377 shares
    Change vs previous 13F -415 shares

    0.32% of the 13F portfolio, value $559,818.

    13F-HR 0001085146-25-002139 filed by Pacific Sun Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 4,792 shares
    Change vs previous 13F -355 shares

    0.35% of the 13F portfolio, value $633,550.

    13F-HR 0001085146-25-000703 filed by Pacific Sun Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 5,147 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $749,403.

    13F-HR 0001085146-24-004758 filed by Pacific Sun Financial Corp
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).