Cassaday & Co Wealth Management LLC
Position in SUNB — Sunbelt Rentals Holdings, Inc.
CIK 1963612
MCLEAN, VA
Position in SUNB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$299
+$39 QoQ
Shares Held
4
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#484
of 492 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SUNB Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $203,286 across 4 Rental & Leasing Services names. SUNB ranks #3 (0.1% of the industry book) .
All Filings in SUNB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299 | 4 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $260 | 4 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||