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Cresset Asset Management, LLC: SUN position timeline

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

Cresset Asset Management, LLC held 47,416 SUN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,416 shares
    Change vs previous 13F +276 shares

    0.01% of the 13F portfolio, value $3,200,576.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 47,140 shares
    Change vs previous 13F +19,615 shares

    0.01% of the 13F portfolio, value $3,062,661.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 27,525 shares
    Change vs previous 13F +7,716 shares

    0.01% of the 13F portfolio, value $1,442,559.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 19,809 shares
    Change vs previous 13F +3,969 shares

    <0.01% of the 13F portfolio, value $990,664.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F/A 15,840 shares
    Change vs previous 13F +11,731 shares

    <0.01% of the 13F portfolio, value $848,849.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, LLC
    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 4,109 shares
    Change vs previous 13F -6,988 shares

    <0.01% of the 13F portfolio, value $238,569.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
    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 11,097 shares
    Change vs previous 13F +4,109 shares

    <0.01% of the 13F portfolio, value $570,830.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
    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 6,988 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $375,116.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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