Sugarloaf Wealth Management, LLC: TSLA position timeline

Sugarloaf Wealth Management, LLC held 2,588 TSLA 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 2,588 shares

   Change vs previous 13F +14 shares

   0.2% of the 13F portfolio, value $1,045,169.

   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 2,574 shares

   Change vs previous 13F +248 shares

   0.13% of the 13F portfolio, value $673,433.

   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 2,326 shares

   Change vs previous 13F +2 shares

   0.09% of the 13F portfolio, value $460,267.

   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 2,324 shares

   Change vs previous 13F 0 shares

   0.08% of the 13F portfolio, value $408,534.

   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 2,324 shares

   Change vs previous 13F -25 shares

   0.14% of the 13F portfolio, value $577,465.

   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 2,349 shares

   Change vs previous 13F 0 shares

   0.15% of the 13F portfolio, value $587,764.

   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 2,349 shares

   Change vs previous 13F -175 shares

   0.14% of the 13F portfolio, value $614,971.

   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 2,524 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $523,687.

   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).