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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

  1. period ended2026-06-30
    13F 27,084 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 28,020 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 28,405 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 28,405 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 28,505 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 28,505 shares
    Change 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), ingested

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

  7. period ended2024-12-31
    13F 28,705 shares
    Change 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), ingested

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

  8. period ended2024-09-30
    13F 33,512 shares
    Change 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), ingested

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