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Sugarloaf Wealth Management, LLC: IVE position timeline

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

Sugarloaf Wealth Management, LLC held 1,550 IVE 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 1,550 shares
    Change vs previous 13F +2 shares

    0.06% of the 13F portfolio, value $295,800.

    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 1,548 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $305,230.

    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 1,550 shares
    Change vs previous 13F +24 shares

    0.06% of the 13F portfolio, value $282,193.

    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 1,526 shares
    Change vs previous 13F +221 shares

    0.06% of the 13F portfolio, value $285,057.

    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 1,305 shares
    Change vs previous 13F +1 shares

    0.05% of the 13F portfolio, value $227,000.

    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 1,304 shares
    Change vs previous 13F +10 shares

    0.05% of the 13F portfolio, value $200,662.

    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 1,294 shares
    Change vs previous 13F +33 shares

    0.05% of the 13F portfolio, value $208,637.

    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 1,261 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $191,519.

    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).