Sugarloaf Wealth Management, LLC: ICE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sugarloaf Wealth Management, LLC on ICE, newest first. How the timeline and the estimate are built.
Sugarloaf Wealth Management, LLC held 0 ICE shares at 2024-03-31 per its 13F-HR filed 2024-04-23.
the latest 13F is the newest step
- period ended2024-03-3113F 0 sharesChange vs previous 13F -1,144 shares
13F-HR 0001664864-24-000007 filed by Sugarloaf Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2023-12-3113F 1,144 sharesChange vs previous 13F +62 shares
0.04% of the 13F portfolio, value $146,892.
13F-HR 0001664864-24-000001 filed by Sugarloaf Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 1,082 sharesChange vs previous 13F +158 shares
0.03% of the 13F portfolio, value $119,094.
13F-HR 0001664864-23-000005 filed by Sugarloaf Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 924 sharesChange vs previous 13F +125 shares
0.02% of the 13F portfolio, value $104,445.
13F-HR 0001664864-23-000004 filed by Sugarloaf Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 799 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $83,357.
13F-HR 0001664864-23-000003 filed by Sugarloaf Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).