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Disclosery

J.W. COLE ADVISORS, INC.: SUN position timeline

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

J.W. COLE ADVISORS, INC. held 59,126 SUN shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 59,126 shares
    Change vs previous 13F -1,357 shares

    0.07% of the 13F portfolio, value $3,990,979.

    13F-HR 0001404763-26-000005 filed by J.W. COLE ADVISORS, INC.
    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 60,483 shares
    Change vs previous 13F -843 shares

    0.13% of the 13F portfolio, value $3,929,603.

    13F-HR 0001404763-26-000003 filed by J.W. COLE ADVISORS, INC.
    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 61,326 shares
    Change vs previous 13F -1,709 shares

    0.08% of the 13F portfolio, value $3,203,616.

    13F-HR 0001404763-26-000001 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 63,035 shares
    Change vs previous 13F -1,846 shares

    0.06% of the 13F portfolio, value $3,152,374.

    13F-HR 0001404763-25-000002 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 64,881 shares
    Change vs previous 13F -5,377 shares

    0.07% of the 13F portfolio, value $3,476,949.

    13F-HR 0001085146-25-004914 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 70,258 shares
    Change vs previous 13F +62,320 shares

    0.13% of the 13F portfolio, value $4,079,155.

    13F-HR 0001376474-25-000429 filed by J.W. COLE ADVISORS, INC.
    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 7,938 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $408,353.

    13F-HR 0001172661-25-000434 filed by J.W. COLE ADVISORS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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