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Disclosery

Sunburst Financial Group, LLC: SCHA position timeline

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

Sunburst Financial Group, LLC held 95,237 SCHA 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 95,237 shares
    Change vs previous 13F -618 shares

    0.51% of the 13F portfolio, value $3,107,598.

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

  2. period ended2026-06-30
    13F 95,855 shares
    Change vs previous 13F -253 shares

    0.58% of the 13F portfolio, value $3,463,239.

    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 96,108 shares
    Change vs previous 13F -425 shares

    0.54% of the 13F portfolio, value $2,794,828.

    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 96,533 shares
    Change vs previous 13F -2,129 shares

    0.56% of the 13F portfolio, value $2,749,246.

    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 98,662 shares
    Change vs previous 13F -907 shares

    0.58% of the 13F portfolio, value $2,752,663.

    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 99,569 shares
    Change vs previous 13F -912 shares

    0.56% of the 13F portfolio, value $2,519,103.

    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 100,481 shares
    Change vs previous 13F -8,659 shares

    0.58% of the 13F portfolio, value $2,354,265.

    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 109,140 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $2,822,371.

    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).