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Sugarloaf Wealth Management, LLC: STEW position timeline

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

Sugarloaf Wealth Management, LLC held 6,348 STEW 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 6,348 shares
    Change vs previous 13F -36,633 shares

    0.02% of the 13F portfolio, value $101,692.

    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 42,981 shares
    Change vs previous 13F -2,011 shares

    0.13% of the 13F portfolio, value $679,100.

    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 44,992 shares
    Change vs previous 13F +29 shares

    0.13% of the 13F portfolio, value $654,629.

    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 44,963 shares
    Change vs previous 13F -2,316 shares

    0.14% of the 13F portfolio, value $677,149.

    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 47,279 shares
    Change vs previous 13F +2,334 shares

    0.16% of the 13F portfolio, value $655,764.

    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 44,945 shares
    Change vs previous 13F +6 shares

    0.15% of the 13F portfolio, value $583,384.

    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 44,939 shares
    Change vs previous 13F -6,258 shares

    0.14% of the 13F portfolio, value $596,785.

    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 51,197 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $628,706.

    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).