Skip to content
Disclosery

Sun Financial Inc: SCHV position timeline

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

Sun Financial Inc held 239,789 SCHV 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 239,789 shares
    Change vs previous 13F +11,791 shares

    3.94% of the 13F portfolio, value $8,359,033.

    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 227,998 shares
    Change vs previous 13F +8,006 shares

    3.77% of the 13F portfolio, value $7,517,086.

    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 219,992 shares
    Change vs previous 13F not available

    3.63% of the 13F portfolio, value $6,513,967.

    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).