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Disclosery

Sunburst Financial Group, LLC: SCHM position timeline

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

Sunburst Financial Group, LLC held 57,249 SCHM 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 57,249 shares
    Change vs previous 13F +391 shares

    0.32% of the 13F portfolio, value $1,947,600.

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

  2. period ended2026-06-30
    13F 56,858 shares
    Change vs previous 13F -791 shares

    0.35% of the 13F portfolio, value $2,096,337.

    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 57,649 shares
    Change vs previous 13F -11,811 shares

    0.34% of the 13F portfolio, value $1,784,824.

    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 69,460 shares
    Change vs previous 13F +48 shares

    0.42% of the 13F portfolio, value $2,088,676.

    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 69,412 shares
    Change vs previous 13F -1,035 shares

    0.43% of the 13F portfolio, value $2,057,364.

    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 70,447 shares
    Change vs previous 13F -669 shares

    0.44% of the 13F portfolio, value $1,976,049.

    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 71,116 shares
    Change vs previous 13F -2,407 shares

    0.46% of the 13F portfolio, value $1,863,238.

    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 73,523 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,037,327.

    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).