Empirical Asset Management, LLC: SUN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Empirical Asset Management, LLC on SUN, newest first. How the timeline and the estimate are built.
Empirical Asset Management, LLC held 27,084 SUN shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 27,084 sharesChange vs previous 13F -936 shares
0.41% of the 13F portfolio, value $1,828,176.
13F-HR 0001951757-26-001200 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 28,020 sharesChange vs previous 13F -385 shares
0.48% of the 13F portfolio, value $1,820,469.
13F-HR 0001951757-26-000815 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 28,405 sharesChange vs previous 13F 0 shares
0.42% of the 13F portfolio, value $1,488,706.
13F-HR 0001951757-26-000393 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,405 sharesChange vs previous 13F -100 shares
0.39% of the 13F portfolio, value $1,420,534.
13F-HR 0001951757-25-001374 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,505 sharesChange vs previous 13F 0 shares
0.47% of the 13F portfolio, value $1,527,583.
13F-HR 0001951757-25-000983 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,505 sharesChange vs previous 13F -200 shares
0.56% of the 13F portfolio, value $1,655,000.
13F-HR 0001951757-25-000538 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 28,705 sharesChange vs previous 13F -4,807 shares
0.49% of the 13F portfolio, value $1,476,585.
13F-HR 0001951757-25-000026 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,512 sharesChange vs previous 13F not available
0.64% of the 13F portfolio, value $1,798,904.
13F-HR 0001951757-24-001012 filed by Empirical Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).