Sugarloaf Wealth Management, LLC: SPYM position timeline

Sugarloaf Wealth Management, LLC held 456,286 SPYM 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 456,286 shares

   Change vs previous 13F +7,094 shares

   5.95% of the 13F portfolio, value $31,456,377.

   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 449,192 shares

   Change vs previous 13F +5,975 shares

   5.74% of the 13F portfolio, value $30,324,974.

   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 443,217 shares

   Change vs previous 13F +5,912 shares

   5.75% of the 13F portfolio, value $28,365,917.

   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 437,305 shares

   Change vs previous 13F +90,786 shares

   5.57% of the 13F portfolio, value $26,907,356.

   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 346,519 shares

   Change vs previous 13F -8,859 shares

   4.67% of the 13F portfolio, value $19,370,414.

   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 355,378 shares

   Change vs previous 13F -16,731 shares

   4.52% of the 13F portfolio, value $17,861,314.

   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 372,109 shares

   Change vs previous 13F +4,375 shares

   4.54% of the 13F portfolio, value $19,390,604.

   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 367,734 shares

   Change vs previous 13F not available

   4.35% of the 13F portfolio, value $17,706,406.

   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).