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Sugarloaf Wealth Management, LLC: QLTA position timeline

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

Sugarloaf Wealth Management, LLC held 47,560 QLTA 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 47,560 shares
    Change vs previous 13F -1,899 shares

    0.42% of the 13F portfolio, value $2,225,324.

    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 49,459 shares
    Change vs previous 13F +941 shares

    0.46% of the 13F portfolio, value $2,430,895.

    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 48,518 shares
    Change vs previous 13F +8,566 shares

    0.46% of the 13F portfolio, value $2,273,548.

    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 39,952 shares
    Change vs previous 13F +3,202 shares

    0.39% of the 13F portfolio, value $1,896,919.

    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 36,750 shares
    Change vs previous 13F -9,588 shares

    0.43% of the 13F portfolio, value $1,768,787.

    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 46,338 shares
    Change vs previous 13F -2,168 shares

    0.53% of the 13F portfolio, value $2,088,895.

    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 48,506 shares
    Change vs previous 13F +20,042 shares

    0.54% of the 13F portfolio, value $2,288,507.

    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 28,464 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,361,751.

    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).