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Sugarloaf Wealth Management, LLC: ACIO position timeline

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

Sugarloaf Wealth Management, LLC held 1,117,167 ACIO 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 1,117,167 shares
    Change vs previous 13F +22,304 shares

    8.5% of the 13F portfolio, value $44,954,794.

    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 1,094,863 shares
    Change vs previous 13F +39,977 shares

    8.23% of the 13F portfolio, value $43,509,850.

    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 1,054,886 shares
    Change vs previous 13F +14,531 shares

    8.04% of the 13F portfolio, value $39,695,376.

    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 1,040,355 shares
    Change vs previous 13F +85,611 shares

    7.76% of the 13F portfolio, value $37,485,879.

    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 954,744 shares
    Change vs previous 13F -46,376 shares

    7.63% of the 13F portfolio, value $31,659,312.

    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 1,001,120 shares
    Change vs previous 13F -702,330 shares

    7.7% of the 13F portfolio, value $30,464,073.

    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 1,703,450 shares
    Change vs previous 13F +34,271 shares

    12.4% of the 13F portfolio, value $52,994,344.

    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 1,669,179 shares
    Change vs previous 13F not available

    12.39% of the 13F portfolio, value $50,392,527.

    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).