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Disclosery

Sunrise Financial Services, LLC: FRDM position timeline

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

Sunrise Financial Services, LLC held 82,066 FRDM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,066 shares
    Change vs previous 13F +3,181 shares

    3.55% of the 13F portfolio, value $5,982,607.

    13F-HR 0002110891-26-000003 filed by Sunrise Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 78,885 shares
    Change vs previous 13F -4,170 shares

    3.06% of the 13F portfolio, value $4,311,059.

    13F-HR 0002110891-26-000002 filed by Sunrise Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 83,055 shares
    Change vs previous 13F not available

    3.21% of the 13F portfolio, value $4,258,224.

    13F-HR 0002110891-26-000001 filed by Sunrise Financial Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).