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Disclosery

FIRST TRUST ADVISORS LP: SUN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on SUN, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 37,191 SUN shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,191 shares
    Share basis changed not comparable

    Membership change: First Trust Capital Management L.P. left the group. <0.01% of the 13F portfolio, value $2,510,392.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 44,361 shares
    Change vs previous 13F -15,915 shares

    <0.01% of the 13F portfolio, value $2,882,133.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 40,503 shares
    • First Trust Capital Management L.P.: 3,858 shares

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

  3. period ended2025-12-31
    13F 60,276 shares
    Change vs previous 13F +3,615 shares

    <0.01% of the 13F portfolio, value $3,159,065.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 56,418 shares
    • First Trust Capital Management L.P.: 3,858 shares

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

  4. period ended2025-09-30
    13F 56,661 shares
    Change vs previous 13F +6,974 shares

    <0.01% of the 13F portfolio, value $2,833,616.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 56,661 shares
    • First Trust Capital Management L.P.: 0 shares

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

  5. period ended2025-06-30
    13F 49,687 shares
    Change vs previous 13F -30,210 shares

    <0.01% of the 13F portfolio, value $2,662,725.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    • FIRST TRUST ADVISORS LP: 45,761 shares
    • First Trust Capital Management L.P.: 3,926 shares

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

  6. period ended2025-03-31
    13F 79,897 shares
    Change vs previous 13F -3,338 shares

    <0.01% of the 13F portfolio, value $4,638,819.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 83,235 shares
    Change vs previous 13F +20,982 shares

    <0.01% of the 13F portfolio, value $4,281,608.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 62,253 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,341,741.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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