Skip to content
Disclosery

Sugarloaf Wealth Management, LLC: AOA position timeline

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

Sugarloaf Wealth Management, LLC held 6,279 AOA 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 6,279 shares
    Change vs previous 13F +57 shares

    0.09% of the 13F portfolio, value $481,028.

    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 6,222 shares
    Change vs previous 13F -83 shares

    0.09% of the 13F portfolio, value $490,955.

    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 6,305 shares
    Change vs previous 13F +12 shares

    0.1% of the 13F portfolio, value $471,456.

    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 6,293 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $462,252.

    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 6,293 shares
    Change vs previous 13F +54 shares

    0.1% of the 13F portfolio, value $434,502.

    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 6,239 shares
    Change vs previous 13F +175 shares

    0.1% of the 13F portfolio, value $396,118.

    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 6,064 shares
    Change vs previous 13F -18 shares

    0.09% of the 13F portfolio, value $402,284.

    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 6,082 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $386,766.

    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).