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Disclosery

Sunburst Financial Group, LLC: SCHG position timeline

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

Sunburst Financial Group, LLC held 36,283 SCHG 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 36,283 shares
    Change vs previous 13F +27 shares

    0.21% of the 13F portfolio, value $1,303,660.

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

  2. period ended2026-06-30
    13F 36,256 shares
    Change vs previous 13F -608 shares

    0.21% of the 13F portfolio, value $1,226,914.

    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 36,864 shares
    Change vs previous 13F +552 shares

    0.21% of the 13F portfolio, value $1,073,858.

    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 36,312 shares
    Change vs previous 13F -38 shares

    0.24% of the 13F portfolio, value $1,184,508.

    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 36,350 shares
    Change vs previous 13F -846 shares

    0.24% of the 13F portfolio, value $1,159,939.

    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 37,196 shares
    Change vs previous 13F -49 shares

    0.24% of the 13F portfolio, value $1,086,506.

    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 37,245 shares
    Change vs previous 13F -116 shares

    0.23% of the 13F portfolio, value $932,610.

    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 37,361 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,041,265.

    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).