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HighPoint Advisor Group LLC

SEC CIK
0001616034
Latest filing
Aug 5, 2026

SUN holding history

Sunoco LP in every 13F filed by HighPoint Advisor Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SUN overviewAll 13F holders of SUNFull Q2 2026 holdings

Shares (Q2 2026)
3,905
Value
$263.6K
% of portfolio
<0.1%
Quarters held
10
Since Q1 2024
Holdings of SUN by HighPoint Advisor Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,905$263.6K<0.1%00.0%UnchangedHolders
Q1 20263,905$253.7K<0.1%−679−14.8%ReducedHolders
Q4 20254,584$240.2K<0.1%−1,000−17.9%ReducedHolders
Q3 20255,584$279.3K<0.1%00.0%UnchangedHolders
Q2 20255,584$299.2K<0.1%+1,050+23.2%AddedHolders
Q1 20254,534$268.1K<0.1%−1,000−18.1%ReducedHolders
Q4 20245,534$311.4K<0.1%−50−0.9%ReducedHolders
Q3 20245,584$299.7K<0.1%−800−12.5%ReducedHolders
Q2 20246,384$352.0K<0.1%+2,000+45.6%AddedHolders
Q1 20244,384$231.0K<0.1%+4,384NewHolders