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Disclosery

CAPTRUST FINANCIAL ADVISORS: SUN position timeline

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

CAPTRUST FINANCIAL ADVISORS held 45,344 SUN shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,344 shares
    Change vs previous 13F +984 shares

    <0.01% of the 13F portfolio, value $3,060,748.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL 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 44,360 shares
    Change vs previous 13F +4,051 shares

    0.01% of the 13F portfolio, value $2,882,039.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL 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 40,309 shares
    Change vs previous 13F -773 shares

    <0.01% of the 13F portfolio, value $2,112,572.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL 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 41,082 shares
    Change vs previous 13F -707 shares

    <0.01% of the 13F portfolio, value $2,054,487.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL 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 41,789 shares
    Change vs previous 13F -449 shares

    <0.01% of the 13F portfolio, value $2,239,497.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL 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 42,238 shares
    Change vs previous 13F -19,638 shares

    0.01% of the 13F portfolio, value $2,452,338.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL 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 61,876 shares
    Change vs previous 13F -13,449 shares

    0.01% of the 13F portfolio, value $3,182,901.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL 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 75,325 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,043,446.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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