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Sugarloaf Wealth Management, LLC: KO position timeline

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

Sugarloaf Wealth Management, LLC held 19,786 KO 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 19,786 shares
    Change vs previous 13F +1,911 shares

    0.23% of the 13F portfolio, value $1,231,885.

    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 17,875 shares
    Change vs previous 13F -447 shares

    0.24% of the 13F portfolio, value $1,284,523.

    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 18,322 shares
    Change vs previous 13F +810 shares

    0.24% of the 13F portfolio, value $1,166,221.

    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 17,512 shares
    Change vs previous 13F -20,429 shares

    0.22% of the 13F portfolio, value $1,071,361.

    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 37,941 shares
    Change vs previous 13F -2,032 shares

    0.54% of the 13F portfolio, value $2,235,841.

    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 39,973 shares
    Change vs previous 13F -124 shares

    0.57% of the 13F portfolio, value $2,237,683.

    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 40,097 shares
    Change vs previous 13F -81 shares

    0.57% of the 13F portfolio, value $2,414,613.

    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 40,178 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $2,492,281.

    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).