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Sugarloaf Wealth Management, LLC: KJUL position timeline

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

Sugarloaf Wealth Management, LLC held 18,462 KJUL 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 18,462 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $543,429.

    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 18,462 shares
    Change vs previous 13F +6,785 shares

    0.1% of the 13F portfolio, value $537,796.

    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 11,677 shares
    Change vs previous 13F +5,802 shares

    0.07% of the 13F portfolio, value $322,751.

    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 5,875 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $164,970.

    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 5,875 shares
    Change vs previous 13F 0 shares

    0.04% of the 13F portfolio, value $159,110.

    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 5,875 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $146,993.

    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).