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Sugarloaf Wealth Management, LLC: PGR position timeline

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

Sugarloaf Wealth Management, LLC held 15,965 PGR 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 15,965 shares
    Change vs previous 13F -2,776 shares

    0.72% of the 13F portfolio, value $3,825,366.

    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 18,741 shares
    Change vs previous 13F -352 shares

    0.9% of the 13F portfolio, value $4,755,710.

    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 19,093 shares
    Change vs previous 13F -52 shares

    0.8% of the 13F portfolio, value $3,965,894.

    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 19,145 shares
    Change vs previous 13F +303 shares

    0.82% of the 13F portfolio, value $3,959,627.

    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 18,842 shares
    Change vs previous 13F +390 shares

    0.72% of the 13F portfolio, value $3,001,180.

    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 18,452 shares
    Change vs previous 13F +598 shares

    0.65% of the 13F portfolio, value $2,570,300.

    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 17,854 shares
    Change vs previous 13F +1,885 shares

    0.55% of the 13F portfolio, value $2,363,389.

    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 15,969 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,284,525.

    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).