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Disclosery

SUN LIFE FINANCIAL INC: EPHE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUN LIFE FINANCIAL INC on EPHE, newest first. How the timeline and the estimate are built.

SUN LIFE FINANCIAL INC held 0 EPHE shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -3,400 shares

    13F-HR 0001104659-26-060809 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 3,400 shares
    Change vs previous 13F -165,432 shares

    <0.01% of the 13F portfolio, value $85,000.

    13F-HR 0001104659-26-013960 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 168,832 shares
    Change vs previous 13F -110,168 shares

    0.21% of the 13F portfolio, value $4,194,000.

    13F-HR 0001104659-25-108855 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 279,000 shares
    Change vs previous 13F +279,000 shares

    0.41% of the 13F portfolio, value $7,566,000.

    13F-HR 0001104659-25-077368 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -191,200 shares

    13F-HR 0001104659-25-046220 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 191,200 shares
    Change vs previous 13F -23,600 shares

    0.27% of the 13F portfolio, value $4,786,000.

    13F-HR 0001104659-25-012323 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 214,800 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $6,257,000.

    13F-HR 0001104659-24-111143 filed by SUN LIFE FINANCIAL INC
    Filed (acceptance time not in the bulk data set), ingested

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