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Disclosery

Sunrise Financial Services, LLC: VTI position timeline

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

Sunrise Financial Services, LLC held 4,446 VTI 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 4,446 shares
    Change vs previous 13F +93 shares

    0.98% of the 13F portfolio, value $1,645,229.

    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 4,353 shares
    Change vs previous 13F -10,938 shares

    0.99% of the 13F portfolio, value $1,396,500.

    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 15,291 shares
    Change vs previous 13F not available

    3.86% of the 13F portfolio, value $5,126,532.

    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).