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Manager record

Sunburst Financial Group, LLC

Vestavia Hills, AL · CIK 1800158 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$631.42MReported 13F valueQ3 2026 · as filed
136Holdings listed
+2.3%vs prior quartervalue change includes market moves
6Quarters on record
Oct 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $446.5M$446.5MQ2 2025116 holdingsQ3 2025: $474.9M$474.9MQ3 2025119 holdingsQ4 2025: $494.3M$494.3MQ4 2025127 holdingsQ1 2026: $542.9M$542.9MQ1 2026132 holdingsQ2 2026: $617.3M$617.3MQ2 2026134 holdingsQ3 2026: $631.4M$631.4MQ3 2026136 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 09 2026 13F-HR · period Q3 2026

$631.42M · 136 holdings listed · View original SEC filing ↗
Jul 08 2026 13F-HR · period Q2 2026

$617.31M · 134 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR/A · period Q1 2026

$542.93M · 132 holdings listed · amendment (restatement) · View original SEC filing ↗
Apr 08 2026 13F-HR · period Q1 2026

$542.93M · 132 holdings listed · View original SEC filing ↗
Jan 21 2026 13F-HR · period Q4 2025

$494.25M · 127 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$474.88M · 119 holdings listed · View original SEC filing ↗
Aug 05 2025 13F-HR · period Q2 2025

$446.47M · 116 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 09, 2026 · Change methodology