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Disclosery

Sun Financial Inc: IVES position timeline

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

Sun Financial Inc held 21,031 IVES shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,031 shares
    Change vs previous 13F +483 shares

    0.39% of the 13F portfolio, value $818,737.

    13F-HR 0002067342-26-000005 filed by Sun Financial 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 20,548 shares
    Change vs previous 13F +2,025 shares

    0.38% of the 13F portfolio, value $760,071.

    13F-HR 0002067342-26-000003 filed by Sun Financial 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 18,523 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $585,512.

    13F-HR 0002067342-26-000001 filed by Sun Financial Inc
    Filed (acceptance time not in the bulk data set), ingested

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