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Sugarloaf Wealth Management, LLC: NAPR position timeline

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

Sugarloaf Wealth Management, LLC held 33,234 NAPR 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 33,234 shares
    Change vs previous 13F -125 shares

    0.32% of the 13F portfolio, value $1,674,750.

    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 33,359 shares
    Change vs previous 13F +1,000 shares

    0.31% of the 13F portfolio, value $1,622,574.

    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 32,359 shares
    Change vs previous 13F +2,387 shares

    0.31% of the 13F portfolio, value $1,541,417.

    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 29,972 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,364,018.

    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 29,972 shares
    Change vs previous 13F -1,367 shares

    0.32% of the 13F portfolio, value $1,333,222.

    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 31,339 shares
    Change vs previous 13F 0 shares

    0.33% of the 13F portfolio, value $1,310,571.

    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 31,339 shares
    Change vs previous 13F +26,870 shares

    0.31% of the 13F portfolio, value $1,306,516.

    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 4,469 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $174,061.

    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).