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Sugarloaf Wealth Management, LLC: NJAN position timeline

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

Sugarloaf Wealth Management, LLC held 19,771 NJAN 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 19,771 shares
    Change vs previous 13F -1,000 shares

    0.18% of the 13F portfolio, value $950,787.

    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 20,771 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $964,944.

    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 20,771 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $941,965.

    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 20,771 shares
    Change vs previous 13F +3,043 shares

    0.19% of the 13F portfolio, value $905,200.

    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 17,728 shares
    Change vs previous 13F +2,750 shares

    0.18% of the 13F portfolio, value $739,080.

    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 14,978 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $607,773.

    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 14,978 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $599,556.

    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 14,978 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $567,816.

    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).