WPM β€” WHEATON PRECIOUS METALS CORP COM

Ownership history in Sugarloaf Wealth Management, LLC  Β·  3 quarters on record

AI Ownership Summary

Sugarloaf Wealth Management, LLC reported WHEATON PRECIOUS METALS CORP COM (WPM) in 3 quarterly 13F filings from 2024 Q3 through 2024 Q3. The latest visible filing shows WPM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WPM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sugarloaf Wealth Management, LLC's position in WHEATON PRECIOUS METALS CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

WPM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sugarloaf Wealth Management, LLC held WPM β€” position size vs. price
% of Fund (quarterly)    WPM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED 110 -1,160 -91.3% 0.00% $7K 2024-10-08 $59.21
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Sugarloaf Wealth Management, LLC and WPM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sugarloaf Wealth Management, LLC reported owning WPM?

Sugarloaf Wealth Management, LLC reported WPM across 1 quarterly 13F filings, from 2024 Q3 through 2024 Q3.

What was the largest reported WPM position in Sugarloaf Wealth Management, LLC's portfolio?

The largest reported portfolio weight for WPM was 0.00% in 2024 Q3.

What is the latest reported WPM position on this page?

The most recent filing on this page is 2024 Q3, when Sugarloaf Wealth Management, LLC reported 110 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this WPM ownership page compare?

The chart compares Sugarloaf Wealth Management, LLC's quarterly WPM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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