Sugarloaf Wealth Management, LLC: WMB position timeline

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

Sugarloaf Wealth Management, LLC held 0 WMB shares at 2023-12-31 per its 13F-HR filed 2024-01-10.

the latest 13F is the newest step

period ended2023-12-31
13F 0 shares
Change vs previous 13F -274 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2023-09-30
13F 274 shares
Change vs previous 13F -3,896 shares
<0.01% of the 13F portfolio, value $9,245.
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).
period ended2023-06-30
13F 4,170 shares
Change vs previous 13F -1,851 shares
0.03% of the 13F portfolio, value $136,061.
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).
period ended2023-03-31
13F 6,021 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $179,792.
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).