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Sugarloaf Wealth Management, LLC: INFL position timeline

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

Sugarloaf Wealth Management, LLC held 37 INFL 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 37 shares
    Change vs previous 13F -172 shares

    <0.01% of the 13F portfolio, value $1,415.

    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 209 shares
    Change vs previous 13F -2 shares

    <0.01% of the 13F portfolio, value $7,848.

    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 211 shares
    Change vs previous 13F -2,045 shares

    <0.01% of the 13F portfolio, value $6,884.

    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 2,256 shares
    Change vs previous 13F -109,852 shares

    0.02% of the 13F portfolio, value $73,454.

    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 112,108 shares
    Change vs previous 13F -2,984 shares

    0.85% of the 13F portfolio, value $3,528,039.

    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 115,092 shares
    Change vs previous 13F -278,195 shares

    0.89% of the 13F portfolio, value $3,503,399.

    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 393,287 shares
    Change vs previous 13F +21,017 shares

    2.81% of the 13F portfolio, value $12,022,771.

    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 372,270 shares
    Change vs previous 13F not available

    2.82% of the 13F portfolio, value $11,480,828.

    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).