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Sunburst Financial Group, LLC: IBM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sunburst Financial Group, LLC on IBM, newest first. How the timeline and the estimate are built.

Sunburst Financial Group, LLC held 3,345 IBM shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,345 shares
    Change vs previous 13F -748 shares

    0.12% of the 13F portfolio, value $735,735.

    13F-HR 0001085146-26-000840 filed by Sunburst Financial Group, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,093 shares
    Change vs previous 13F +2 shares

    0.19% of the 13F portfolio, value $1,150,953.

    13F-HR 0001800158-26-000005 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F/A 4,091 shares
    Change vs previous 13F -306 shares

    0.19% of the 13F portfolio, value $991,560.

    13F-HR/A 0001800158-26-000003 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 4,397 shares
    Change vs previous 13F -21 shares

    0.26% of the 13F portfolio, value $1,302,580.

    13F-HR 0001800158-26-000001 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 4,418 shares
    Change vs previous 13F -522 shares

    0.26% of the 13F portfolio, value $1,246,489.

    13F-HR 0001800158-25-000002 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 4,940 shares
    Change vs previous 13F +3 shares

    0.33% of the 13F portfolio, value $1,456,066.

    13F-HR 0001085146-25-004533 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 4,937 shares
    Change vs previous 13F -558 shares

    0.3% of the 13F portfolio, value $1,227,751.

    13F-HR 0001085146-25-002771 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 5,495 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,208,048.

    13F-HR 0001085146-25-000632 filed by Sunburst Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).