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Avid Wealth Partners LLC → SUN
Avid Wealth Partners LLC SUN Position History
Sunoco LP • Energy
Quarters held
5
Latest value
$466K
Q3 2026
Peak value
$466K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $320K |
| Q4 2025 | $335K |
| Q1 2026 | $416K |
| Q2 2026 | $432K |
| Q3 2026 | $466K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $466K | 6.4K | — | — |
| Q2 2026 | $432K | 6.4K | — | — |
| Q1 2026 | $416K | 6.4K | — | — |
| Q4 2025 | $335K | 6.4K | — | — |
| Q3 2025 | $320K | 6.4K | — | — |
Other funds holding SUN
$1.7B
$1.6B
$1.6B
$1.3B
$1.2B
$366.5M
$335.7M
$314.1M