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Disclosery

Sunburst Financial Group, LLC: SCHB position timeline

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

Sunburst Financial Group, LLC held 2,297,939 SCHB 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 2,297,939 shares
    Change vs previous 13F +31,324 shares

    11.01% of the 13F portfolio, value $67,352,591.

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

  2. period ended2026-06-30
    13F 2,266,615 shares
    Change vs previous 13F +92,327 shares

    10.97% of the 13F portfolio, value $65,641,173.

    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 2,174,288 shares
    Change vs previous 13F +48,112 shares

    10.5% of the 13F portfolio, value $54,574,627.

    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 2,126,176 shares
    Change vs previous 13F +39,321 shares

    11.28% of the 13F portfolio, value $55,769,600.

    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 2,086,855 shares
    Change vs previous 13F +4,006 shares

    11.3% of the 13F portfolio, value $53,653,036.

    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 2,082,849 shares
    Change vs previous 13F +85,021 shares

    11.12% of the 13F portfolio, value $49,634,286.

    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 1,997,828 shares
    Change vs previous 13F +57,988 shares

    10.56% of the 13F portfolio, value $43,013,246.

    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 1,939,840 shares
    Change vs previous 13F not available

    10.89% of the 13F portfolio, value $44,034,370.

    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).