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Sugarloaf Wealth Management, LLCValue

CIK: 0001664864 | DULUTH, GA

Q3 2024 vs Q4 2024 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q4 2024
13F-HR686$528.7M2025-01-10SEC ↗
Q3 2024
13F-HR673$528.7M2024-10-08SEC ↗
Q2 2024
13F-HR663$493.7M2024-07-08SEC ↗
Q1 2024
13F-HR675$482.9M2024-04-23SEC ↗
Q4 2023
13F-HR683$414.8M2024-01-10SEC ↗
Q3 2023
13F-HR698$395.5M2023-11-13SEC ↗
Q2 2023
13F-HR691$427.2M2023-07-13SEC ↗
Q1 2023
13F-HR702$406.9M2023-04-26SEC ↗
Q4 2022
13F-HR784$398.2M2023-02-03SEC ↗
Q3 2022
13F-HR835$10.1M2022-10-11SEC ↗
Q2 2022
13F-HR844$7.5M2022-07-12SEC ↗
Q1 2022
13F-HR779$3.9M2022-04-25SEC ↗
Q4 2021
13F-HR790$5.5M2022-01-20SEC ↗
Q3 2021
13F-HR806$4.6M2021-10-20SEC ↗
Q2 2021
13F-HR784$4.4M2021-07-20SEC ↗
Q1 2021
13F-HR783$3.7M2021-04-19SEC ↗
Q4 2020
13F-HR758$1.8M2021-02-03SEC ↗
Q3 2020
13F-HR738$2.2M2020-11-03SEC ↗
Q2 2020
13F-HR725$2.1M2020-07-21SEC ↗
Q1 2020
13F-HR746$1.7M2020-04-15SEC ↗
Q4 2019
13F-HR763$2.3M2020-01-29SEC ↗