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Disclosery

Sun Financial Inc: SCHW position timeline

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

Sun Financial Inc held 3,514 SCHW 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 3,514 shares
    Change vs previous 13F -214 shares

    0.18% of the 13F portfolio, value $379,426.

    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 3,728 shares
    Change vs previous 13F -63 shares

    0.17% of the 13F portfolio, value $333,473.

    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 3,791 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $378,709.

    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).