Sugarloaf Wealth Management, LLC: VIGI position timeline

Sugarloaf Wealth Management, LLC held 374,230 VIGI 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 374,230 shares

   Change vs previous 13F +14,195 shares

   5.66% of the 13F portfolio, value $29,934,696.

   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 360,035 shares

   Change vs previous 13F +6,195 shares

   6.01% of the 13F portfolio, value $31,783,922.

   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 353,840 shares

   Change vs previous 13F +7,592 shares

   5.83% of the 13F portfolio, value $28,760,117.

   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 346,248 shares

   Change vs previous 13F +45,713 shares

   5.85% of the 13F portfolio, value $28,229,587.

   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 300,535 shares

   Change vs previous 13F -8,029 shares

   5.75% of the 13F portfolio, value $23,844,471.

   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 308,564 shares

   Change vs previous 13F +26,903 shares

   5.57% of the 13F portfolio, value $22,009,843.

   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 281,661 shares

   Change vs previous 13F +17,437 shares

   4.95% of the 13F portfolio, value $21,149,959.

   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 264,224 shares

   Change vs previous 13F not available

   4.78% of the 13F portfolio, value $19,468,028.

   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).