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Sugarloaf Wealth Management, LLC: VEA position timeline

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

Sugarloaf Wealth Management, LLC held 22,355 VEA 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 22,355 shares
    Change vs previous 13F -1,635 shares

    0.2% of the 13F portfolio, value $1,069,032.

    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 23,990 shares
    Change vs previous 13F +1,533 shares

    0.24% of the 13F portfolio, value $1,266,922.

    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 22,457 shares
    Change vs previous 13F +1,994 shares

    0.22% of the 13F portfolio, value $1,109,834.

    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 20,463 shares
    Change vs previous 13F -11,745 shares

    0.21% of the 13F portfolio, value $1,026,638.

    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 32,208 shares
    Change vs previous 13F +23,333 shares

    0.37% of the 13F portfolio, value $1,542,779.

    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 8,875 shares
    Change vs previous 13F +4,215 shares

    0.1% of the 13F portfolio, value $388,013.

    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 4,660 shares
    Change vs previous 13F +1,648 shares

    0.05% of the 13F portfolio, value $215,184.

    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 3,012 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $136,091.

    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).