Skip to content
Disclosery

Sugarloaf Wealth Management, LLC: OSCV position timeline

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

Sugarloaf Wealth Management, LLC held 759,689 OSCV 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 759,689 shares
    Change vs previous 13F +13,658 shares

    5.32% of the 13F portfolio, value $28,100,890.

    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 746,031 shares
    Change vs previous 13F +9,232 shares

    5.28% of the 13F portfolio, value $27,938,865.

    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 736,799 shares
    Change vs previous 13F +5,175 shares

    5.15% of the 13F portfolio, value $25,419,559.

    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 731,624 shares
    Change vs previous 13F +41,424 shares

    5.45% of the 13F portfolio, value $26,309,184.

    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 690,200 shares
    Change vs previous 13F -11,072 shares

    5.59% of the 13F portfolio, value $23,170,709.

    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 701,272 shares
    Change vs previous 13F -271,311 shares

    5.38% of the 13F portfolio, value $21,269,593.

    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 972,583 shares
    Change vs previous 13F +57,815 shares

    7.27% of the 13F portfolio, value $31,074,705.

    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 914,768 shares
    Change vs previous 13F not available

    7% of the 13F portfolio, value $28,485,443.

    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).