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Disclosery

Sunburst Financial Group, LLC: IJR position timeline

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

Sunburst Financial Group, LLC held 16,959 IJR 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 16,959 shares
    Change vs previous 13F +504 shares

    0.38% of the 13F portfolio, value $2,307,102.

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

  2. period ended2026-06-30
    13F 16,455 shares
    Change vs previous 13F -12 shares

    0.41% of the 13F portfolio, value $2,440,441.

    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 16,467 shares
    Change vs previous 13F +1,071 shares

    0.39% of the 13F portfolio, value $2,047,013.

    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 15,396 shares
    Change vs previous 13F -43 shares

    0.37% of the 13F portfolio, value $1,850,291.

    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 15,439 shares
    Change vs previous 13F -1,260 shares

    0.39% of the 13F portfolio, value $1,834,616.

    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 16,699 shares
    Change vs previous 13F -64 shares

    0.41% of the 13F portfolio, value $1,825,034.

    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 16,763 shares
    Change vs previous 13F -456 shares

    0.43% of the 13F portfolio, value $1,752,907.

    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 17,219 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $1,983,973.

    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).