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Disclosery

Sunburst Financial Group, LLC: IWM position timeline

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

Sunburst Financial Group, LLC held 18,254 IWM 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 18,254 shares
    Change vs previous 13F 0 shares

    0.83% of the 13F portfolio, value $5,072,604.

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

  2. period ended2026-06-30
    13F 18,254 shares
    Change vs previous 13F -29 shares

    0.92% of the 13F portfolio, value $5,484,414.

    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 18,283 shares
    Change vs previous 13F +29 shares

    0.87% of the 13F portfolio, value $4,534,184.

    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 18,254 shares
    Change vs previous 13F 0 shares

    0.91% of the 13F portfolio, value $4,493,405.

    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 18,254 shares
    Change vs previous 13F 0 shares

    0.93% of the 13F portfolio, value $4,416,738.

    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 18,254 shares
    Change vs previous 13F 0 shares

    0.88% of the 13F portfolio, value $3,939,031.

    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 18,254 shares
    Change vs previous 13F -71 shares

    0.89% of the 13F portfolio, value $3,641,490.

    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 18,325 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $4,049,030.

    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).