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Advisors Asset Management, Inc.: SUN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on SUN, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 58,376 SUN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,376 shares
    Change vs previous 13F +2,301 shares

    0.06% of the 13F portfolio, value $3,940,380.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 56,075 shares
    Change vs previous 13F +1,753 shares

    0.06% of the 13F portfolio, value $3,643,193.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 54,322 shares
    Change vs previous 13F +2,365 shares

    0.05% of the 13F portfolio, value $2,847,016.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F/A 51,957 shares
    Change vs previous 13F +1,429 shares

    0.04% of the 13F portfolio, value $2,598,370.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 50,528 shares
    Change vs previous 13F +1,005 shares

    0.05% of the 13F portfolio, value $2,707,796.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 49,523 shares
    Change vs previous 13F +1,607 shares

    0.05% of the 13F portfolio, value $2,875,305.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 47,916 shares
    Change vs previous 13F +3,211 shares

    0.05% of the 13F portfolio, value $2,464,799.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 44,705 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,399,764.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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