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Recurrent Investment Advisors LLC: SUNC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Recurrent Investment Advisors LLC on SUNC, newest first. How the timeline and the estimate are built.

Recurrent Investment Advisors LLC held 26,080 SUNC 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 26,080 shares
    Change vs previous 13F +10,700 shares

    0.11% of the 13F portfolio, value $1,764,834.

    13F-HR 0001420506-26-001686 filed by Recurrent Investment Advisors 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 15,380 shares
    Change vs previous 13F +4,580 shares

    0.06% of the 13F portfolio, value $948,177.

    13F-HR 0001420506-26-001065 filed by Recurrent Investment Advisors 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 10,800 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $532,224.

    13F-HR 0001420506-26-000354 filed by Recurrent Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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