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Disclosery

Waverly Advisors, LLC: SUN position timeline

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

Waverly Advisors, LLC held 133,448 SUN 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 133,448 shares
    Change vs previous 13F +1,390 shares

    0.05% of the 13F portfolio, value $9,007,733.

    13F-HR 0001398344-26-014582 filed by Waverly 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 132,058 shares
    Change vs previous 13F +6,607 shares

    0.06% of the 13F portfolio, value $8,579,805.

    13F-HR 0001398344-26-009223 filed by Waverly 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 125,451 shares
    Change vs previous 13F +49,796 shares

    0.05% of the 13F portfolio, value $6,574,888.

    13F-HR 0001398344-26-003224 filed by Waverly Advisors, 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 75,655 shares
    Change vs previous 13F -2,046 shares

    0.04% of the 13F portfolio, value $3,783,518.

    13F-HR 0001398344-25-020944 filed by Waverly Advisors, 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 77,701 shares
    Change vs previous 13F +3,123 shares

    0.05% of the 13F portfolio, value $4,163,985.

    13F-HR 0001398344-25-015429 filed by Waverly Advisors, 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 74,578 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $4,329,999.

    13F-HR 0001398344-25-009517 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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