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Disclosery

SUN LIFE FINANCIAL INC: IVV position timeline

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

SUN LIFE FINANCIAL INC held 431,993 IVV 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 431,993 shares
    Change vs previous 13F -323 shares

    16.57% of the 13F portfolio, value $323,515,000.

    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 432,316 shares
    Change vs previous 13F -3,615 shares

    16.03% of the 13F portfolio, value $282,393,000.

    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 435,931 shares
    Change vs previous 13F -28,548 shares

    15.67% of the 13F portfolio, value $298,586,000.

    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 ended2025-09-30
    13F 464,479 shares
    Change vs previous 13F 0 shares

    15.85% of the 13F portfolio, value $310,876,000.

    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).

  5. period ended2025-06-30
    13F 464,479 shares
    Change vs previous 13F 0 shares

    15.77% of the 13F portfolio, value $288,395,000.

    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).

  6. period ended2025-03-31
    13F 464,479 shares
    Change vs previous 13F -62,547 shares

    16.52% of the 13F portfolio, value $260,991,000.

    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).

  7. period ended2024-12-31
    13F 527,026 shares
    Change vs previous 13F 0 shares

    17.3% of the 13F portfolio, value $310,249,000.

    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).

  8. period ended2024-09-30
    13F 527,026 shares
    Change vs previous 13F not available

    16.96% of the 13F portfolio, value $303,999,000.

    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).