Sovereign Investment Advisors, LLC
Holdings in SUN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,169,774 | 41,400 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $2,176,535 | 43,522 | Shares | Sole | 2025-10-24 |
| 2025-06-30 | $2,332,343 | 43,522 | Shares | Sole | 2025-07-21 |
| 2024-12-31 | $2,238,771 | 43,522 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $2,336,260 | 43,522 | Shares | Sole | 2024-11-12 |