Skip to content
Disclosery

Sugarloaf Wealth Management, LLC: UCB position timeline

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

Sugarloaf Wealth Management, LLC held 26,391 UCB 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 26,391 shares
    Change vs previous 13F +7,000 shares

    0.16% of the 13F portfolio, value $852,689.

    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 19,391 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $563,881.

    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 19,390 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $493,682.

    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 19,390 shares
    Change vs previous 13F +33 shares

    0.11% of the 13F portfolio, value $510,352.

    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 19,357 shares
    Change vs previous 13F -8,992 shares

    0.14% of the 13F portfolio, value $566,397.

    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 28,349 shares
    Change vs previous 13F +36 shares

    0.18% of the 13F portfolio, value $720,358.

    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 28,313 shares
    Change vs previous 13F +33 shares

    0.17% of the 13F portfolio, value $707,537.

    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 28,280 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $795,234.

    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).