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Sugarloaf Wealth Management, LLC: FANG position timeline

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

Sugarloaf Wealth Management, LLC held 23,366 FANG 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 23,366 shares
    Change vs previous 13F +3,175 shares

    0.72% of the 13F portfolio, value $3,828,086.

    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 20,191 shares
    Change vs previous 13F +216 shares

    0.66% of the 13F portfolio, value $3,480,919.

    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 19,975 shares
    Change vs previous 13F +56 shares

    0.81% of the 13F portfolio, value $3,998,721.

    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 19,919 shares
    Change vs previous 13F +1,824 shares

    0.82% of the 13F portfolio, value $3,947,347.

    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 18,095 shares
    Change vs previous 13F +17,364 shares

    0.68% of the 13F portfolio, value $2,806,199.

    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 731 shares
    Change vs previous 13F +99 shares

    0.03% of the 13F portfolio, value $113,292.

    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 632 shares
    Change vs previous 13F +130 shares

    0.02% of the 13F portfolio, value $83,033.

    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 502 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $67,952.

    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).