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CASCADE INVESTMENT GROUP, INC.: SUN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CASCADE INVESTMENT GROUP, INC. on SUN, newest first. How the timeline and the estimate are built.

CASCADE INVESTMENT GROUP, INC. held 21,430 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 21,430 shares
    Change vs previous 13F -150 shares

    0.87% of the 13F portfolio, value $1,561,604.

    13F-HR 0001172661-26-004496 filed by CASCADE INVESTMENT GROUP, INC.
    Accepted , ingested

  2. period ended2026-06-30
    13F 21,580 shares
    Change vs previous 13F -300 shares

    0.82% of the 13F portfolio, value $1,456,650.

    13F-HR 0001172661-26-002766 filed by CASCADE INVESTMENT GROUP, 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 21,880 shares
    Change vs previous 13F -900 shares

    0.94% of the 13F portfolio, value $1,421,544.

    13F-HR 0001172661-26-001767 filed by CASCADE INVESTMENT GROUP, 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 22,780 shares
    Change vs previous 13F -1,495 shares

    0.8% of the 13F portfolio, value $1,193,900.

    13F-HR 0001172661-26-000257 filed by CASCADE INVESTMENT GROUP, 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 24,275 shares
    Change vs previous 13F -600 shares

    0.8% of the 13F portfolio, value $1,213,993.

    13F-HR 0001172661-25-004485 filed by CASCADE INVESTMENT GROUP, 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 24,875 shares
    Change vs previous 13F -600 shares

    0.93% of the 13F portfolio, value $1,333,051.

    13F-HR 0001172661-25-002702 filed by CASCADE INVESTMENT GROUP, 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 25,475 shares
    Change vs previous 13F -605 shares

    1.14% of the 13F portfolio, value $1,479,079.

    13F-HR 0001172661-25-001850 filed by CASCADE INVESTMENT GROUP, 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 26,080 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $1,341,556.

    13F-HR 0001172661-25-000206 filed by CASCADE INVESTMENT GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

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