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Disclosery

SUN LIFE FINANCIAL INC: SPMD position timeline

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

SUN LIFE FINANCIAL INC held 238,587 SPMD 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 238,587 shares
    Change vs previous 13F -159,823 shares

    0.83% of the 13F portfolio, value $16,114,000.

    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 398,410 shares
    Change vs previous 13F +398,410 shares

    1.34% of the 13F portfolio, value $23,582,000.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -490,800 shares

    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).

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

  4. period ended2025-03-31
    13F 490,800 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $25,119,000.

    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).