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Disclosery

Sun Financial Inc: IWF position timeline

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

Sun Financial Inc held 1,707 IWF 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 1,707 shares
    Change vs previous 13F +2 shares

    0.1% of the 13F portfolio, value $211,946.

    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 1,705 shares
    Change vs previous 13F +1,279 shares

    0.11% of the 13F portfolio, value $214,695.

    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 426 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $201,641.

    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).