Sugarloaf Wealth Management, LLC: SBUX position timeline

Sugarloaf Wealth Management, LLC held 1,602 SBUX 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 1,602 shares

   Change vs previous 13F +66 shares

   0.03% of the 13F portfolio, value $146,178.

   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 1,536 shares

   Change vs previous 13F -258 shares

   0.03% of the 13F portfolio, value $149,729.

   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 1,794 shares

   Change vs previous 13F -129 shares

   0.03% of the 13F portfolio, value $139,646.

   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 1,923 shares

   Change vs previous 13F +8 shares

   0.04% of the 13F portfolio, value $175,765.

   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 1,915 shares

   Change vs previous 13F -80 shares

   0.04% of the 13F portfolio, value $183,903.

   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).

6. period ended2023-09-30

   13F 1,995 shares

   Change vs previous 13F -104 shares

   0.05% of the 13F portfolio, value $182,116.

   13F-HR 0001664864-23-000005 filed by Sugarloaf Wealth Management, LLC
   Filed 2023-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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

7. period ended2023-06-30

   13F 2,099 shares

   Change vs previous 13F -284 shares

   0.05% of the 13F portfolio, value $207,955.

   13F-HR 0001664864-23-000004 filed by Sugarloaf Wealth Management, LLC
   Filed 2023-07-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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

8. period ended2023-03-31

   13F 2,383 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $248,235.

   13F-HR 0001664864-23-000003 filed by Sugarloaf Wealth Management, LLC
   Filed 2023-04-26 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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