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Disclosery

Appian Way Asset Management LP: SGML position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Appian Way Asset Management LP on SGML, newest first. How the timeline and the estimate are built.

Appian Way Asset Management LP held 0 SGML shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -5,359,019 shares

    13F-HR 0001795816-25-000017 filed by Appian Way Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 5,359,019 shares
    Change vs previous 13F +396,013 shares

    6.06% of the 13F portfolio, value $24,115,586.

    13F-HR 0001985479-25-000008 filed by Appian Way Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 4,963,006 shares
    Change vs previous 13F +250,581 shares

    12.23% of the 13F portfolio, value $51,615,262.

    13F-HR 0001878495-25-000012 filed by Appian Way Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 4,712,425 shares
    Change vs previous 13F +620,024 shares

    12.16% of the 13F portfolio, value $52,873,409.

    13F-HR 0001493152-25-006950 filed by Appian Way Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 4,092,401 shares
    Change vs previous 13F not available

    11.38% of the 13F portfolio, value $50,582,076.

    13F-HR 0001493152-24-046005 filed by Appian Way Asset Management LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).