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Disclosery

Sunburst Financial Group, LLC: IVV position timeline

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

Sunburst Financial Group, LLC held 8,764 IVV 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 8,764 shares
    Change vs previous 13F -245 shares

    1.1% of the 13F portfolio, value $6,711,796.

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

  2. period ended2026-06-30
    13F 9,009 shares
    Change vs previous 13F -4 shares

    1.13% of the 13F portfolio, value $6,746,601.

    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 9,013 shares
    Change vs previous 13F -46 shares

    1.13% of the 13F portfolio, value $5,887,220.

    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 9,059 shares
    Change vs previous 13F -66 shares

    1.26% of the 13F portfolio, value $6,204,666.

    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 9,125 shares
    Change vs previous 13F +14 shares

    1.29% of the 13F portfolio, value $6,107,115.

    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 9,111 shares
    Change vs previous 13F +56 shares

    1.27% of the 13F portfolio, value $5,656,754.

    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 9,055 shares
    Change vs previous 13F -175 shares

    1.25% of the 13F portfolio, value $5,087,730.

    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 9,230 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $5,433,782.

    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).