Skip to content
Disclosery

Sugarloaf Wealth Management, LLC: HD position timeline

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

Sugarloaf Wealth Management, LLC held 21,079 HD 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 21,079 shares
    Change vs previous 13F +3,742 shares

    1.55% of the 13F portfolio, value $8,199,556.

    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 17,337 shares
    Change vs previous 13F +409 shares

    1.33% of the 13F portfolio, value $7,024,894.

    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 16,928 shares
    Change vs previous 13F -116 shares

    1.18% of the 13F portfolio, value $5,827,227.

    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 17,044 shares
    Change vs previous 13F -326 shares

    1.35% of the 13F portfolio, value $6,538,254.

    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 17,370 shares
    Change vs previous 13F -2,467 shares

    1.45% of the 13F portfolio, value $6,019,478.

    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 19,837 shares
    Change vs previous 13F -502 shares

    1.52% of the 13F portfolio, value $5,994,039.

    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 20,339 shares
    Change vs previous 13F +1,694 shares

    1.48% of the 13F portfolio, value $6,318,090.

    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 18,645 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $5,502,528.

    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).