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Sugarloaf Wealth Management, LLC: DUBS position timeline

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

Sugarloaf Wealth Management, LLC held 676,531 DUBS 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 676,531 shares
    Change vs previous 13F +10,438 shares

    4.13% of the 13F portfolio, value $21,848,430.

    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 666,093 shares
    Change vs previous 13F +11,749 shares

    3.99% of the 13F portfolio, value $21,101,042.

    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 654,344 shares
    Change vs previous 13F +7,434 shares

    4.02% of the 13F portfolio, value $19,865,877.

    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 646,910 shares
    Change vs previous 13F +84,195 shares

    3.92% of the 13F portfolio, value $18,922,114.

    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 562,715 shares
    Change vs previous 13F +6,869 shares

    3.62% of the 13F portfolio, value $15,031,819.

    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 555,846 shares
    Change vs previous 13F not available

    3.47% of the 13F portfolio, value $13,708,163.

    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).