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Sugarloaf Wealth Management, LLC: NEAR position timeline

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

Sugarloaf Wealth Management, LLC held 10,074 NEAR 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 10,074 shares
    Change vs previous 13F +289 shares

    0.1% of the 13F portfolio, value $508,737.

    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 9,785 shares
    Change vs previous 13F -4,624 shares

    0.09% of the 13F portfolio, value $501,383.

    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 14,409 shares
    Change vs previous 13F -5,077 shares

    0.15% of the 13F portfolio, value $725,205.

    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 19,486 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $983,264.

    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 19,486 shares
    Change vs previous 13F -5,077 shares

    0.24% of the 13F portfolio, value $984,433.

    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 24,563 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,225,448.

    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 24,563 shares
    Change vs previous 13F +8,074 shares

    0.29% of the 13F portfolio, value $1,221,272.

    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 16,489 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $817,854.

    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).