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Sugarloaf Wealth Management, LLC: ICSH position timeline

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

Sugarloaf Wealth Management, LLC held 8,636 ICSH 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 8,636 shares
    Change vs previous 13F +2,989 shares

    0.08% of the 13F portfolio, value $435,513.

    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 5,647 shares
    Change vs previous 13F -2,989 shares

    0.05% of the 13F portfolio, value $286,529.

    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 8,636 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $436,377.

    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 8,636 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $436,636.

    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 8,636 shares
    Change vs previous 13F -23,796 shares

    0.1% of the 13F portfolio, value $434,909.

    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 32,432 shares
    Change vs previous 13F -17,484 shares

    0.41% of the 13F portfolio, value $1,633,924.

    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 49,916 shares
    Change vs previous 13F +8,082 shares

    0.59% of the 13F portfolio, value $2,510,787.

    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 41,834 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $2,102,191.

    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).