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SWEENEY & MICHEL, LLC: B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWEENEY & MICHEL, LLC on B, newest first. How the timeline and the estimate are built.

SWEENEY & MICHEL, LLC held 5,054 B shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,054 shares
    Change vs previous 13F +3 shares

    0.06% of the 13F portfolio, value $220,767.

    13F-HR 0001754960-26-000720 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 5,051 shares
    Change vs previous 13F +6 shares

    0.06% of the 13F portfolio, value $217,308.

    13F-HR 0001754960-26-000261 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 5,045 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $240,326.

    13F-HR 0001754960-26-000177 filed by SWEENEY & MICHEL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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