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Disclosery

Sunburst Financial Group, LLC: IWR position timeline

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

Sunburst Financial Group, LLC held 61,044 IWR 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 61,044 shares
    Change vs previous 13F +381 shares

    1.07% of the 13F portfolio, value $6,514,052.

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

  2. period ended2026-06-30
    13F 60,663 shares
    Change vs previous 13F -597 shares

    1.12% of the 13F portfolio, value $6,692,357.

    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 61,260 shares
    Change vs previous 13F -213 shares

    1.15% of the 13F portfolio, value $5,956,297.

    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 61,473 shares
    Change vs previous 13F +26 shares

    1.2% of the 13F portfolio, value $5,917,967.

    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 61,447 shares
    Change vs previous 13F -225 shares

    1.25% of the 13F portfolio, value $5,932,727.

    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 61,672 shares
    Change vs previous 13F +15 shares

    1.27% of the 13F portfolio, value $5,671,962.

    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 61,657 shares
    Change vs previous 13F -289 shares

    1.29% of the 13F portfolio, value $5,245,125.

    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 61,946 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $5,476,051.

    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).