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Disclosery

Sunbeam Capital Management, LLC: CEF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sunbeam Capital Management, LLC on CEF, newest first. How the timeline and the estimate are built.

Sunbeam Capital Management, LLC held 42,760 CEF shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 42,760 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,720,235.

    13F-HR 0001951757-26-001011 filed by Sunbeam Capital 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 42,760 shares
    Change vs previous 13F -4,392 shares

    1.17% of the 13F portfolio, value $2,040,507.

    13F-HR 0001951757-26-000624 filed by Sunbeam Capital 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 47,152 shares
    Change vs previous 13F 0 shares

    1.28% of the 13F portfolio, value $2,159,562.

    13F-HR 0001951757-26-000434 filed by Sunbeam Capital 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 47,152 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $1,730,007.

    13F-HR 0001951757-25-001203 filed by Sunbeam Capital 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 47,152 shares
    Change vs previous 13F +22,917 shares

    1.08% of the 13F portfolio, value $1,419,275.

    13F-HR 0001951757-25-000932 filed by Sunbeam Capital 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 24,235 shares
    Change vs previous 13F +9,619 shares

    0.66% of the 13F portfolio, value $688,516.

    13F-HR 0001951757-25-000518 filed by Sunbeam Capital 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/A 14,616 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $347,276.

    13F-HR/A 0001951757-25-000274 filed by Sunbeam Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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