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Disclosery

Sunburst Financial Group, LLC: IWD position timeline

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

Sunburst Financial Group, LLC held 38,698 IWD 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 38,698 shares
    Change vs previous 13F 0 shares

    1.57% of the 13F portfolio, value $9,594,395.

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

  2. period ended2026-06-30
    13F 38,698 shares
    Change vs previous 13F 0 shares

    1.57% of the 13F portfolio, value $9,381,556.

    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 38,698 shares
    Change vs previous 13F +247 shares

    1.59% of the 13F portfolio, value $8,268,602.

    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 38,451 shares
    Change vs previous 13F 0 shares

    1.64% of the 13F portfolio, value $8,087,783.

    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 38,451 shares
    Change vs previous 13F 0 shares

    1.65% of the 13F portfolio, value $7,828,239.

    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 38,451 shares
    Change vs previous 13F 0 shares

    1.67% of the 13F portfolio, value $7,468,338.

    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 38,451 shares
    Change vs previous 13F 0 shares

    1.78% of the 13F portfolio, value $7,234,940.

    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 38,451 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $7,118,434.

    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).