Skip to content
Disclosery

Sun Group Wealth Partners: BOTZ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sun Group Wealth Partners on BOTZ, newest first. How the timeline and the estimate are built.

Sun Group Wealth Partners held 12,268 BOTZ shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,268 shares
    Change vs previous 13F -341 shares

    0.32% of the 13F portfolio, value $465,477.

    13F-HR 0001172661-26-002755 filed by Sun Group Wealth Partners
    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 12,609 shares
    Change vs previous 13F -778 shares

    0.33% of the 13F portfolio, value $418,864.

    13F-HR 0001172661-26-001608 filed by Sun Group Wealth Partners
    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 13,387 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $484,980.

    13F-HR 0001172661-26-000847 filed by Sun Group Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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