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B. Riley Wealth Advisors, Inc.: SUN position timeline

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

B. Riley Wealth Advisors, Inc. held 9,442 SUN shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,442 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $688,009.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,441 shares
    Change vs previous 13F -278 shares

    0.04% of the 13F portfolio, value $647,296.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 9,719 shares
    Change vs previous 13F +300 shares

    0.04% of the 13F portfolio, value $644,564.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 9,419 shares
    Change vs previous 13F +122 shares

    0.02% of the 13F portfolio, value $493,650.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 9,297 shares
    Change vs previous 13F -90 shares

    0.02% of the 13F portfolio, value $464,943.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 9,387 shares
    Change vs previous 13F -871 shares

    0.02% of the 13F portfolio, value $503,049.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,258 shares
    Change vs previous 13F -279 shares

    0.02% of the 13F portfolio, value $595,598.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,537 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $542,024.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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