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Disclosery

Arkadios Wealth Advisors: SUN position timeline

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

Arkadios Wealth Advisors held 5,340 SUN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,340 shares
    Change vs previous 13F +124 shares

    0.01% of the 13F portfolio, value $360,441.

    13F-HR 0001800798-26-000004 filed by Arkadios Wealth Advisors
    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 5,216 shares
    Change vs previous 13F +58 shares

    0.01% of the 13F portfolio, value $338,854.

    13F-HR 0001800798-26-000002 filed by Arkadios Wealth Advisors
    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 5,158 shares
    Change vs previous 13F -2,294 shares

    0.01% of the 13F portfolio, value $270,306.

    13F-HR 0001800798-26-000001 filed by Arkadios Wealth Advisors
    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 7,452 shares
    Change vs previous 13F +53 shares

    0.01% of the 13F portfolio, value $372,653.

    13F-HR 0001800798-25-000006 filed by Arkadios Wealth Advisors
    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 7,399 shares
    Change vs previous 13F +295 shares

    0.01% of the 13F portfolio, value $396,526.

    13F-HR 0001800798-25-000004 filed by Arkadios Wealth Advisors
    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 7,104 shares
    Change vs previous 13F -1,572 shares

    0.02% of the 13F portfolio, value $412,458.

    13F-HR 0001800798-25-000002 filed by Arkadios Wealth Advisors
    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 8,676 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $446,293.

    13F-HR 0001800798-25-000001 filed by Arkadios Wealth Advisors
    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 8,676 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $465,728.

    13F-HR 0001800798-24-000006 filed by Arkadios Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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