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Sittner & Nelson, LLC

SEC CIK
0001846138
Latest filing
Aug 7, 2026

SUN holding history

Sunoco LP in every 13F filed by Sittner & Nelson, 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)
6,000
Value
$405.0K
% of portfolio
0.1%
Quarters held
7
Since Q3 2024
Holdings of SUN by Sittner & Nelson, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,000$405.0K0.1%00.0%UnchangedHolders
Q1 20266,000$389.8K0.1%00.0%UnchangedHolders
Q4 20256,000$345.6K0.1%+1,000+20.0%AddedHolders
Q3 20255,000$250.1K0.1%00.0%UnchangedHolders
Q2 20255,000$267.9K0.1%00.0%UnchangedHolders
Q1 20255,000$290.3K0.1%+5,000NewHolders
Q4 20240$00.0%−4,000−100.0%Sold outHolders
Q3 20244,000$214.7K0.1%+4,000NewHolders