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SeaCrest Wealth Management, LLC

SEC CIK
0001728121
Latest filing
Jul 9, 2026

SUN holding history

Sunoco LP in every 13F filed by SeaCrest Wealth Management, 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 (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
7
Since Q4 2021
Holdings of SUN by SeaCrest Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−5,024−100.0%Sold outHolders
Q2 20235,024$218.9K<0.1%−183−3.5%ReducedHolders
Q1 20235,207$228.5K<0.1%−3−0.1%ReducedHolders
Q4 20225,210$224.6K<0.1%−432−7.7%ReducedHolders
Q3 20225,642$220.0K<0.1%−1,111−16.5%ReducedHolders
Q2 20226,753$252.0K<0.1%−2,181−24.4%ReducedHolders
Q1 20228,934$365.0K<0.1%+3,977+80.2%AddedHolders
Q4 20214,957$202.0K<0.1%+4,957NewHolders