Sugarloaf Wealth Management, LLC SEC EDGAR Filings (CIK 0001664864)

SEC EDGAR filings, ownership reports, and insider transactions for Sugarloaf Wealth Management, LLC.

Business address
2055 Sugarloaf Circle, Suite 200, Duluth, GA, 30097
Top securities (13F)
DRSK, ACIO, SPLG, JUCY, VIGI, OSCV, DUBS, RSP, IDUB, AAPL, HELO, BND, SPEM, HD, MSFT, NVDA, WMT, AMZN, JPM, and V
State of incorporation
GA
Fiscal year end
31 December
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Sugarloaf Wealth Management, LLC has filed 21 SEC EDGAR filings since 29 Jan 2020

Latest Filings

Recent SEC filings for Sugarloaf Wealth Management, LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jan 2025 31 Dec 2024 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Oct 2024 30 Sep 2024 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Jul 2024 30 Jun 2024 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2024 31 Mar 2024 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jan 2024 31 Dec 2023 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2023 30 Sep 2023 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jul 2023 30 Jun 2023 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2023 31 Mar 2023 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2023 31 Dec 2022 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Oct 2022 30 Sep 2022 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jul 2022 30 Jun 2022 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2022 31 Mar 2022 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jan 2022 31 Dec 2021 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Oct 2021 30 Sep 2021 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jul 2021 30 Jun 2021 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2021 31 Mar 2021 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2021 31 Dec 2020 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2020 30 Sep 2020 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2020 30 Jun 2020 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Apr 2020 31 Mar 2020 028-19707
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2020 31 Dec 2019 028-19707

About this filer

Sugarloaf Wealth Management, LLC files with the SEC under CIK 0001664864. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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