Sandbox Financial Partners, LLC: PEP position timeline

Sandbox Financial Partners, LLC held 0 PEP shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 0 shares

   Change vs previous 13F -1,529 shares

   13F-HR 0001951757-26-000530 filed by Sandbox Financial Partners, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-12-31

   13F 1,529 shares

   Change vs previous 13F -30 shares

   0.06% of the 13F portfolio, value $219,509.

   13F-HR 0001951757-26-000028 filed by Sandbox Financial Partners, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 1,559 shares

   Change vs previous 13F -70 shares

   0.06% of the 13F portfolio, value $218,952.

   13F-HR 0001951757-25-001157 filed by Sandbox Financial Partners, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 1,629 shares

   Change vs previous 13F +11 shares

   0.07% of the 13F portfolio, value $215,056.

   13F-HR 0001951757-25-000593 filed by Sandbox Financial Partners, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 1,618 shares

   Change vs previous 13F -198 shares

   0.09% of the 13F portfolio, value $242,556.

   13F-HR 0001951757-25-000323 filed by Sandbox Financial Partners, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 1,816 shares

   Change vs previous 13F +50 shares

   0.09% of the 13F portfolio, value $276,110.

   13F-HR 0001951757-25-000044 filed by Sandbox Financial Partners, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 1,766 shares

   Change vs previous 13F -15 shares

   0.11% of the 13F portfolio, value $300,273.

   13F-HR 0001951757-24-000975 filed by Sandbox Financial Partners, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-06-30

   13F 1,781 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $293,734.

   13F-HR 0001951757-24-000507 filed by Sandbox Financial Partners, LLC
   Filed 2024-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).