Skip to content
Disclosery

Kestra Advisory Services, LLC: SUN position timeline

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

Kestra Advisory Services, LLC held 52,736 SUN shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,736 shares
    Change vs previous 13F -9,622 shares

    0.01% of the 13F portfolio, value $3,559,691.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,670 shares
    • Kestra Advisory Services, LLC: 49,066 shares

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

  2. period ended2026-03-31
    13F 62,358 shares
    Change vs previous 13F +44,563 shares

    0.02% of the 13F portfolio, value $4,051,426.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, 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 17,795 shares
    Change vs previous 13F -1,188 shares

    <0.01% of the 13F portfolio, value $932,628.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, 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 18,983 shares
    Change vs previous 13F -44,319 shares

    <0.01% of the 13F portfolio, value $949,335.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, 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 63,302 shares
    Change vs previous 13F -1,834 shares

    0.02% of the 13F portfolio, value $3,392,349.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, 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 65,136 shares
    Change vs previous 13F -1,653 shares

    0.02% of the 13F portfolio, value $3,781,796.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, 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 66,789 shares
    Change vs previous 13F +47,752 shares

    0.02% of the 13F portfolio, value $3,435,626.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 0 shares
    • Kestra Advisory Services, LLC: 66,789 shares

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

  8. period ended2024-09-30
    13F 19,037 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,021,906.

    13F-HR 0001830819-24-000010 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 19,037 shares
    • Kestra Advisory Services, LLC: 0 shares

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