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Partners Wealth Management, LLC

SEC CIK
0002054714
Latest filing
Jul 21, 2026

SUN holding history

Sunoco LP in every 13F filed by Partners 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 (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q1 2026
Holdings of SUN by Partners Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−3,696−100.0%Sold outHolders
Q1 20263,696$240.1K0.2%+3,696NewHolders