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SUN LIFE FINANCIAL INC: LODI position timeline

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

SUN LIFE FINANCIAL INC held 2,000,000 LODI 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 2,000,000 shares
    Change vs previous 13F 0 shares

    2.58% of the 13F portfolio, value $50,370,000.

    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 2,000,000 shares
    Change vs previous 13F 0 shares

    2.86% of the 13F portfolio, value $50,398,000.

    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 2,000,000 shares
    Change vs previous 13F 0 shares

    2.65% of the 13F portfolio, value $50,500,000.

    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 2,000,000 shares
    Change vs previous 13F 0 shares

    2.57% of the 13F portfolio, value $50,490,000.

    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 2,000,000 shares
    Change vs previous 13F 0 shares

    2.76% of the 13F portfolio, value $50,400,000.

    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 2,000,000 shares
    Change vs previous 13F 0 shares

    3.17% of the 13F portfolio, value $50,141,000.

    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 2,000,000 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $50,132,000.

    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).