Sugarloaf Wealth Management, LLC: DRSK position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sugarloaf Wealth Management, LLC on DRSK, newest first. How the timeline and the estimate are built.
Sugarloaf Wealth Management, LLC held 2,380,237 DRSK shares at 2024-12-31 per its 13F-HR filed 2025-01-10.
the latest 13F is the newest step
- period ended2024-12-3113F 2,380,237 sharesChange vs previous 13F +40,816 shares
12.35% of the 13F portfolio, value $65,289,900.
13F-HR 0001664864-25-000001 filed by Sugarloaf Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,339,421 sharesChange vs previous 13F +30,794 shares
12.52% of the 13F portfolio, value $66,205,616.
13F-HR 0001664864-24-000009 filed by Sugarloaf Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 2,308,627 sharesChange vs previous 13F +27,769 shares
12.64% of the 13F portfolio, value $62,402,192.
13F-HR 0001664864-24-000008 filed by Sugarloaf Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 2,280,858 sharesChange vs previous 13F +211,946 shares
12.59% of the 13F portfolio, value $60,807,680.
13F-HR 0001664864-24-000007 filed by Sugarloaf Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 2,068,912 sharesChange vs previous 13F -176,745 shares
12.57% of the 13F portfolio, value $52,136,575.
13F-HR 0001664864-24-000001 filed by Sugarloaf Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 2,245,657 sharesChange vs previous 13F -207,743 shares
13.24% of the 13F portfolio, value $52,346,254.
13F-HR 0001664864-23-000005 filed by Sugarloaf Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 2,453,400 sharesChange vs previous 13F +63,046 shares
14.28% of the 13F portfolio, value $60,991,524.
13F-HR 0001664864-23-000004 filed by Sugarloaf Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 2,390,354 sharesChange vs previous 13F not available
15.26% of the 13F portfolio, value $62,077,498.
13F-HR 0001664864-23-000003 filed by Sugarloaf Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).