Skip to content
Disclosery

Sugarloaf Wealth Management, LLC: CBRL position timeline

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

Sugarloaf Wealth Management, LLC held 0 CBRL shares at 2024-09-30 per its 13F-HR filed 2024-10-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 0 shares
    Change vs previous 13F -235 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2024-06-30
    13F 235 shares
    Change vs previous 13F +6 shares

    <0.01% of the 13F portfolio, value $9,892.

    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).

  3. period ended2024-03-31
    13F 229 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $16,686.

    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).

  4. period ended2023-12-31
    13F 226 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $17,400.

    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).

  5. period ended2023-09-30
    13F 222 shares
    Change vs previous 13F +4 shares

    <0.01% of the 13F portfolio, value $14,888.

    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).

  6. period ended2023-06-30
    13F 218 shares
    Change vs previous 13F +3 shares

    <0.01% of the 13F portfolio, value $20,354.

    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).

  7. period ended2023-03-31
    13F 215 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $24,506.

    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).