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Sugarloaf Wealth Management, LLC: GOOGL position timeline

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

Sugarloaf Wealth Management, LLC held 4,163 GOOGL 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 4,163 shares
    Change vs previous 13F +107 shares

    0.15% of the 13F portfolio, value $788,072.

    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 4,056 shares
    Change vs previous 13F -21,658 shares

    0.13% of the 13F portfolio, value $672,758.

    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 25,714 shares
    Change vs previous 13F -100 shares

    0.95% of the 13F portfolio, value $4,683,827.

    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 25,814 shares
    Change vs previous 13F +1,187 shares

    0.81% of the 13F portfolio, value $3,896,173.

    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 24,627 shares
    Change vs previous 13F +588 shares

    0.83% of the 13F portfolio, value $3,440,207.

    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 24,039 shares
    Change vs previous 13F -3,668 shares

    0.8% of the 13F portfolio, value $3,145,804.

    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 27,707 shares
    Change vs previous 13F -490 shares

    0.78% of the 13F portfolio, value $3,316,518.

    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 28,197 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $2,924,970.

    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).