Skip to content
Disclosery

Sugarloaf Wealth Management, LLC: CPRT position timeline

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

Sugarloaf Wealth Management, LLC held 64,865 CPRT 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 64,865 shares
    Change vs previous 13F -3,802 shares

    0.7% of the 13F portfolio, value $3,722,615.

    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 68,667 shares
    Change vs previous 13F +1,402 shares

    0.68% of the 13F portfolio, value $3,598,148.

    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 67,265 shares
    Change vs previous 13F +92 shares

    0.74% of the 13F portfolio, value $3,643,070.

    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 67,173 shares
    Change vs previous 13F +3,044 shares

    0.81% of the 13F portfolio, value $3,890,657.

    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 64,129 shares
    Change vs previous 13F +913 shares

    0.76% of the 13F portfolio, value $3,142,318.

    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 63,216 shares
    Change vs previous 13F +30,572 shares

    0.69% of the 13F portfolio, value $2,723,975.

    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 32,644 shares
    Change vs previous 13F -2,525 shares

    0.7% of the 13F portfolio, value $2,977,445.

    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 35,169 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,645,124.

    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).