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Disclosery

Caprock Group, LLC: SUN position timeline

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

Caprock Group, LLC held 13,001 SUN shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,001 shares
    Change vs previous 13F -275 shares

    0.02% of the 13F portfolio, value $877,568.

    13F-HR 0001610769-26-000003 filed by Caprock Group, 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 13,276 shares
    Change vs previous 13F -1,150 shares

    0.02% of the 13F portfolio, value $862,542.

    13F-HR 0001610769-26-000002 filed by Caprock Group, 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 14,426 shares
    Change vs previous 13F -7,104 shares

    0.02% of the 13F portfolio, value $756,067.

    13F-HR 0001610769-26-000001 filed by Caprock Group, LLC
    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 21,530 shares
    Change vs previous 13F +9,378 shares

    0.03% of the 13F portfolio, value $1,126,019.

    13F-HR 0001610769-25-000003 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 12,152 shares
    Change vs previous 13F +1,088 shares

    0.02% of the 13F portfolio, value $705,545.

    13F-HR 0001085146-25-003265 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 11,064 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $569,132.

    13F-HR 0001085146-25-000441 filed by Caprock Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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