Warren Averett Asset Management, LLC
Holdings in SUN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $6,574,886 | 125,451 | Shares | Sole | 2026-02-17 |
| 2025-09-30 | $3,783,506 | 75,655 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $4,163,996 | 77,701 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $4,329,998 | 74,578 | Shares | Sole | 2025-05-15 |