Skip to content
Disclosery

Sugarloaf Wealth Management, LLC: ADBE position timeline

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

Sugarloaf Wealth Management, LLC held 414 ADBE 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 414 shares
    Change vs previous 13F +23 shares

    0.03% of the 13F portfolio, value $184,098.

    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 391 shares
    Change vs previous 13F -5,598 shares

    0.04% of the 13F portfolio, value $202,452.

    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 5,989 shares
    Change vs previous 13F +231 shares

    0.67% of the 13F portfolio, value $3,327,377.

    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 5,758 shares
    Change vs previous 13F +358 shares

    0.6% of the 13F portfolio, value $2,905,712.

    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 5,400 shares
    Change vs previous 13F +22 shares

    0.78% of the 13F portfolio, value $3,221,907.

    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 5,378 shares
    Change vs previous 13F -1,300 shares

    0.69% of the 13F portfolio, value $2,742,093.

    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 6,678 shares
    Change vs previous 13F +123 shares

    0.76% of the 13F portfolio, value $3,265,635.

    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 6,555 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,526,226.

    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).