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Wiser Advisor Group LLC

SEC CIK
0002011550
Latest filing
Aug 14, 2026

SUI holding history

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

SUI overviewAll 13F holders of SUIFull Q2 2026 holdings

Shares (Q2 2026)
363
Value
$43.6K
% of portfolio
<0.1%
Quarters held
10
Since Q4 2023
Holdings of SUI by Wiser Advisor Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026363$43.6K<0.1%+3+0.8%AddedHolders
Q1 2026360$45.4K0.1%+3+0.8%AddedHolders
Q4 2025357$44.3K0.1%+1+0.3%AddedHolders
Q3 2025356$46.0K0.1%+356NewHolders
Q2 20250$00.0%−339−100.0%Sold outHolders
Q1 2025339$43.7K0.1%+2+0.6%AddedHolders
Q4 2024337$41.4K0.1%+3+0.9%AddedHolders
Q3 2024334$45.2K0.1%+2+0.6%AddedHolders
Q2 2024332$39.9K0.1%+4+1.2%AddedHolders
Q1 2024328$42.3K0.1%+1+0.3%AddedHolders
Q4 2023327$43.7K0.1%–No prior filingHolders