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Sugarloaf Wealth Management, LLC: ADME position timeline

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

Sugarloaf Wealth Management, LLC held 47,730 ADME 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 47,730 shares
    Change vs previous 13F -3,641 shares

    0.42% of the 13F portfolio, value $2,229,676.

    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 51,371 shares
    Change vs previous 13F -1,342 shares

    0.45% of the 13F portfolio, value $2,373,328.

    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 52,713 shares
    Change vs previous 13F -8,651 shares

    0.47% of the 13F portfolio, value $2,305,668.

    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 61,364 shares
    Change vs previous 13F -11,753 shares

    0.53% of the 13F portfolio, value $2,576,668.

    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 73,117 shares
    Change vs previous 13F -757 shares

    0.68% of the 13F portfolio, value $2,810,916.

    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 73,874 shares
    Change vs previous 13F -6,796 shares

    0.65% of the 13F portfolio, value $2,589,271.

    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 80,670 shares
    Change vs previous 13F -12,360 shares

    0.69% of the 13F portfolio, value $2,937,717.

    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 93,030 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $3,218,856.

    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).