Sugarloaf Wealth Management, LLC: QQQM position timeline

Sugarloaf Wealth Management, LLC held 2,046 QQQM 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 2,046 shares

   Change vs previous 13F +68 shares

   0.08% of the 13F portfolio, value $430,517.

   13F-HR 0001664864-25-000001 filed by Sugarloaf Wealth Management, LLC
   Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 1,978 shares

   Change vs previous 13F +224 shares

   0.08% of the 13F portfolio, value $397,377.

   13F-HR 0001664864-24-000009 filed by Sugarloaf Wealth Management, LLC
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 1,754 shares

   Change vs previous 13F +907 shares

   0.07% of the 13F portfolio, value $345,780.

   13F-HR 0001664864-24-000008 filed by Sugarloaf Wealth Management, LLC
   Filed 2024-07-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 847 shares

   Change vs previous 13F +354 shares

   0.03% of the 13F portfolio, value $154,738.

   13F-HR 0001664864-24-000007 filed by Sugarloaf Wealth Management, LLC
   Filed 2024-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F 493 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $83,090.

   13F-HR 0001664864-24-000001 filed by Sugarloaf Wealth Management, LLC
   Filed 2024-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).