Sun Financial Inc: ROST position timeline

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

Sun Financial Inc held 1,513 ROST shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

period ended2026-06-30
13F 1,513 shares
Change vs previous 13F -341 shares
0.18% of the 13F portfolio, value $385,550.
13F-HR 0002067342-26-000005 filed by Sun Financial Inc
Filed 2026-08-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,854 shares
Change vs previous 13F -264 shares
0.2% of the 13F portfolio, value $395,403.
13F-HR 0002067342-26-000003 filed by Sun Financial Inc
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 2,118 shares
Change vs previous 13F not available
0.21% of the 13F portfolio, value $381,537.
13F-HR 0002067342-26-000001 filed by Sun Financial Inc
Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).