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Sugarloaf Wealth Management, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sugarloaf Wealth Management, LLC on AAPL, newest first. How the timeline and the estimate are built.

Sugarloaf Wealth Management, LLC held 55,594 AAPL shares at 2024-12-31 per its 13F-HR filed 2025-01-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 55,594 shares
    Change vs previous 13F +117 shares

    2.63% of the 13F portfolio, value $13,921,811.

    13F-HR 0001664864-25-000001 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 55,477 shares
    Change vs previous 13F +262 shares

    2.44% of the 13F portfolio, value $12,926,132.

    13F-HR 0001664864-24-000009 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 55,215 shares
    Change vs previous 13F +145 shares

    2.36% of the 13F portfolio, value $11,629,482.

    13F-HR 0001664864-24-000008 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 55,070 shares
    Change vs previous 13F +131 shares

    1.96% of the 13F portfolio, value $9,443,355.

    13F-HR 0001664864-24-000007 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 54,939 shares
    Change vs previous 13F -959 shares

    2.55% of the 13F portfolio, value $10,577,473.

    13F-HR 0001664864-24-000001 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 55,898 shares
    Change vs previous 13F -4,297 shares

    2.42% of the 13F portfolio, value $9,570,327.

    13F-HR 0001664864-23-000005 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 60,195 shares
    Change vs previous 13F -255 shares

    2.73% of the 13F portfolio, value $11,676,043.

    13F-HR 0001664864-23-000004 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 60,450 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $9,968,236.

    13F-HR 0001664864-23-000003 filed by Sugarloaf Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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