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Disclosery

SUN LIFE FINANCIAL INC: VOO position timeline

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

SUN LIFE FINANCIAL INC held 464,796 VOO 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 464,796 shares
    Change vs previous 13F -3,362 shares

    16.35% of the 13F portfolio, value $319,227,000.

    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 468,158 shares
    Change vs previous 13F +10,433 shares

    15.88% of the 13F portfolio, value $279,693,000.

    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 457,725 shares
    Change vs previous 13F -31,203 shares

    15.07% of the 13F portfolio, value $287,053,000.

    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 488,928 shares
    Change vs previous 13F -4,905 shares

    15.27% of the 13F portfolio, value $299,410,000.

    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 493,833 shares
    Change vs previous 13F -1,251 shares

    15.34% of the 13F portfolio, value $280,512,000.

    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 495,084 shares
    Change vs previous 13F -63,390 shares

    16.1% of the 13F portfolio, value $254,429,000.

    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 558,474 shares
    Change vs previous 13F -10,126 shares

    16.78% of the 13F portfolio, value $300,911,000.

    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 568,600 shares
    Change vs previous 13F not available

    16.74% of the 13F portfolio, value $300,033,000.

    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).