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Sugarloaf Wealth Management, LLC: F position timeline

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

Sugarloaf Wealth Management, LLC held 11,435 F 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 11,435 shares
    Change vs previous 13F +39 shares

    0.02% of the 13F portfolio, value $113,205.

    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 11,396 shares
    Change vs previous 13F -1,971 shares

    0.02% of the 13F portfolio, value $120,338.

    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 13,367 shares
    Change vs previous 13F -1,320 shares

    0.03% of the 13F portfolio, value $167,620.

    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 14,687 shares
    Change vs previous 13F -1,807 shares

    0.04% of the 13F portfolio, value $195,046.

    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 16,494 shares
    Change vs previous 13F +36 shares

    0.05% of the 13F portfolio, value $201,059.

    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 16,458 shares
    Change vs previous 13F +41 shares

    0.05% of the 13F portfolio, value $204,403.

    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 16,417 shares
    Change vs previous 13F -2,863 shares

    0.06% of the 13F portfolio, value $248,392.

    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 19,280 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $242,934.

    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).