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Sugarloaf Wealth Management, LLC: MINT position timeline

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

Sugarloaf Wealth Management, LLC held 10,530 MINT 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 10,530 shares
    Change vs previous 13F +1,509 shares

    0.2% of the 13F portfolio, value $1,056,540.

    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 9,021 shares
    Change vs previous 13F -2,290 shares

    0.17% of the 13F portfolio, value $908,300.

    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 11,311 shares
    Change vs previous 13F -3,361 shares

    0.23% of the 13F portfolio, value $1,138,404.

    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 14,672 shares
    Change vs previous 13F -75 shares

    0.31% of the 13F portfolio, value $1,475,080.

    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 14,747 shares
    Change vs previous 13F -16,152 shares

    0.35% of the 13F portfolio, value $1,471,572.

    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 30,899 shares
    Change vs previous 13F -4,800 shares

    0.78% of the 13F portfolio, value $3,094,265.

    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 35,699 shares
    Change vs previous 13F +1,108 shares

    0.83% of the 13F portfolio, value $3,561,339.

    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 34,591 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $3,433,177.

    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).