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Disclosery

LPL Financial LLC: SUN position timeline

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

LPL Financial LLC held 175,491 SUN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 175,491 shares
    Change vs previous 13F -1,719 shares

    <0.01% of the 13F portfolio, value $11,845,625.

    13F-HR 0001403438-26-000004 filed by LPL Financial 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 177,210 shares
    Change vs previous 13F -1,913 shares

    <0.01% of the 13F portfolio, value $11,513,307.

    13F-HR 0001403438-26-000002 filed by LPL Financial 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 179,123 shares
    Change vs previous 13F -17,206 shares

    <0.01% of the 13F portfolio, value $9,387,856.

    13F-HR 0001403438-26-000001 filed by LPL Financial 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 196,329 shares
    Change vs previous 13F +5,670 shares

    <0.01% of the 13F portfolio, value $9,818,400.

    13F-HR 0001403438-25-000006 filed by LPL Financial 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 190,659 shares
    Change vs previous 13F +5,734 shares

    <0.01% of the 13F portfolio, value $10,217,436.

    13F-HR 0001403438-25-000005 filed by LPL Financial 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 184,925 shares
    Change vs previous 13F +6,986 shares

    <0.01% of the 13F portfolio, value $10,736,754.

    13F-HR 0001403438-25-000003 filed by LPL Financial 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 177,939 shares
    Change vs previous 13F -15,099 shares

    <0.01% of the 13F portfolio, value $9,153,180.

    13F-HR 0001403438-25-000002 filed by LPL Financial 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 193,038 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,362,268.

    13F-HR 0001403438-24-000004 filed by LPL Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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