Sun Financial Inc: SCHM position timeline

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

Sun Financial Inc held 6,841 SCHM 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 6,841 shares
Change vs previous 13F +13 shares
0.12% of the 13F portfolio, value $245,539.
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 6,828 shares
Change vs previous 13F -80 shares
0.12% of the 13F portfolio, value $235,905.
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 6,908 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $207,722.
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).