Sugarloaf Wealth Management, LLC
Position in ADME — Aptus Drawdown Managed Equity ETF
CIK 1664864
DULUTH, GA
All Filings in ADME
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 ADME | $2,229,659 | 47,730 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 ADME | $2,373,340 | 51,371 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 ADME | $2,305,666 | 52,713 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 ADME | $2,576,674 | 61,364 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 ADME | $2,810,909 | 73,117 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 ADME | $2,589,283 | 73,874 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 ADME | $2,937,678 | 80,670 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 ADME | $3,218,838 | 93,030 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 ADME | $30,844,072 | 918,361 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 ADME | $29,773,552 | 893,564 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 ADME | $33,753,241 | 977,788 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 ADME | $38,254,704 | 934,409 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 ADME | $37,281,327 | 861,996 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 ADME | $32,241,713 | 817,695 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 ADME | $33,086,310 | 832,360 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 ADME | $254,705 | 6,988 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 ADME | $25,847,076 | 716,581 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 ADME | $23,750,260 | 705,593 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 ADME | $21,155,896 | 659,761 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 ADME | $17,833,182 | 633,956 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||