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Disclosery

XML Financial, LLC: SUN position timeline

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

XML Financial, LLC held 3,300 SUN shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,300 shares
    Change vs previous 13F 0 shares

    0.02% of the 13F portfolio, value $222,750.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 3,300 shares
    Change vs previous 13F -2,428 shares

    0.02% of the 13F portfolio, value $214,401.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 5,728 shares
    Change vs previous 13F -3,211 shares

    0.02% of the 13F portfolio, value $300,195.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 8,939 shares
    Change vs previous 13F -282 shares

    0.04% of the 13F portfolio, value $447,030.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 9,221 shares
    Change vs previous 13F -1,724 shares

    0.04% of the 13F portfolio, value $494,128.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 10,945 shares
    Change vs previous 13F +97 shares

    0.06% of the 13F portfolio, value $635,439.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 10,848 shares
    Change vs previous 13F -3,525 shares

    0.05% of the 13F portfolio, value $558,013.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 14,373 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $771,542.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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