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Disclosery

Zinnia Wealth Advisory, LLC: SUN position timeline

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

Zinnia Wealth Advisory, LLC held 5,771 SUN shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,771 shares
    Change vs previous 13F -268 shares

    0.4% of the 13F portfolio, value $389,561.

    13F-HR 0002073676-26-000003 filed by Zinnia Wealth Advisory, 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 6,039 shares
    Change vs previous 13F -83 shares

    0.44% of the 13F portfolio, value $392,372.

    13F-HR 0002073676-26-000002 filed by Zinnia Wealth Advisory, 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 6,122 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $320,869.

    13F-HR 0002073676-26-000001 filed by Zinnia Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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