Skip to content
Disclosery

Sunrise Financial Services, LLC: RWJ position timeline

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

Sunrise Financial Services, LLC held 11,691 RWJ 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 11,691 shares
    Change vs previous 13F -539 shares

    0.41% of the 13F portfolio, value $695,600.

    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 12,230 shares
    Change vs previous 13F -120,167 shares

    0.44% of the 13F portfolio, value $617,374.

    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 132,397 shares
    Change vs previous 13F not available

    4.86% of the 13F portfolio, value $6,450,383.

    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).