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Sugarloaf Wealth Management, LLC: RSP position timeline

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

Sugarloaf Wealth Management, LLC held 123,995 RSP 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 123,995 shares
    Change vs previous 13F +2,665 shares

    4.11% of the 13F portfolio, value $21,727,730.

    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 121,330 shares
    Change vs previous 13F +2,563 shares

    4.11% of the 13F portfolio, value $21,737,504.

    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 118,767 shares
    Change vs previous 13F +530 shares

    3.95% of the 13F portfolio, value $19,511,060.

    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 118,237 shares
    Change vs previous 13F +39,082 shares

    4.15% of the 13F portfolio, value $20,025,802.

    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 79,155 shares
    Change vs previous 13F +2,147 shares

    3.01% of the 13F portfolio, value $12,490,599.

    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 77,008 shares
    Change vs previous 13F +67,482 shares

    2.76% of the 13F portfolio, value $10,911,196.

    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 9,526 shares
    Change vs previous 13F -234 shares

    0.33% of the 13F portfolio, value $1,425,417.

    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 9,760 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $1,411,539.

    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).