Skip to content
Disclosery

Waldron Private Wealth LLC: SUN position timeline

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

Waldron Private Wealth LLC held 71,000 SUN shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,000 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $4,792,500.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 71,000 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $4,612,870.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 71,000 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $3,721,110.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 71,000 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $3,550,710.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 71,000 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $3,804,890.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 71,000 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $4,122,260.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 71,000 shares
    Change vs previous 13F -49,000 shares

    0.15% of the 13F portfolio, value $3,652,240.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 120,000 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $6,441,600.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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