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Disclosery

Sunburst Financial Group, LLC: IWF position timeline

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

Sunburst Financial Group, LLC held 177,371 IWF 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 177,371 shares
    Change vs previous 13F -7 shares

    3.63% of the 13F portfolio, value $22,217,491.

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

  2. period ended2026-06-30
    13F 177,378 shares
    Change vs previous 13F +133,006 shares

    3.68% of the 13F portfolio, value $22,025,026.

    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 44,372 shares
    Change vs previous 13F +115 shares

    3.64% of the 13F portfolio, value $18,920,221.

    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 44,257 shares
    Change vs previous 13F 0 shares

    4.24% of the 13F portfolio, value $20,946,838.

    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 44,257 shares
    Change vs previous 13F 0 shares

    4.37% of the 13F portfolio, value $20,730,421.

    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 44,257 shares
    Change vs previous 13F 0 shares

    4.21% of the 13F portfolio, value $18,790,637.

    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 44,257 shares
    Change vs previous 13F -70 shares

    3.92% of the 13F portfolio, value $15,980,760.

    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 44,327 shares
    Change vs previous 13F not available

    4.4% of the 13F portfolio, value $17,800,837.

    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).