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Disclosery

SUN LIFE FINANCIAL INC: EWM position timeline

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

SUN LIFE FINANCIAL INC held 404,976 EWM shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 404,976 shares
    Change vs previous 13F -2,265 shares

    0.56% of the 13F portfolio, value $10,914,000.

    13F-HR 0001104659-26-094558 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).

  2. period ended2026-03-31
    13F 407,241 shares
    Change vs previous 13F +30,049 shares

    0.66% of the 13F portfolio, value $11,569,000.

    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).

  3. period ended2025-12-31
    13F 377,192 shares
    Change vs previous 13F +377,192 shares

    0.54% of the 13F portfolio, value $10,320,000.

    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).

  4. period ended2025-03-31
    13F 0 shares
    Change vs previous 13F -520,700 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.

  5. period ended2024-12-31
    13F 520,700 shares
    Change vs previous 13F -37,400 shares

    0.71% of the 13F portfolio, value $12,773,000.

    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).

  6. period ended2024-09-30
    13F 558,100 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $15,097,000.

    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).