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Sweet Financial Partners, LLC: AAPL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sweet Financial Partners, LLC on AAPL, newest first. How the timeline and the estimate are built.

Sweet Financial Partners, LLC held 38,146 AAPL shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 38,146 shares
    Change vs previous 13F -1,396 shares

    1.92% of the 13F portfolio, value $8,888,048.

    13F-HR 0001908936-24-000005 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-06-30
    13F 39,542 shares
    Change vs previous 13F +286 shares

    1.9% of the 13F portfolio, value $8,328,414.

    13F-HR 0001908936-24-000003 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-03-31
    13F 39,256 shares
    Change vs previous 13F +3,350 shares

    1.55% of the 13F portfolio, value $6,731,593.

    13F-HR 0001908936-24-000002 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-12-31
    13F 35,906 shares
    Change vs previous 13F +2,654 shares

    1.64% of the 13F portfolio, value $6,912,926.

    13F-HR 0001908936-24-000001 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-09-30
    13F 33,252 shares
    Change vs previous 13F +211 shares

    1.51% of the 13F portfolio, value $5,693,048.

    13F-HR 0001908936-23-000004 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-06-30
    13F 33,041 shares
    Change vs previous 13F +1,772 shares

    1.67% of the 13F portfolio, value $6,408,958.

    13F-HR 0001908936-23-000003 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-03-31
    13F 31,269 shares
    Change vs previous 13F +1,881 shares

    1.43% of the 13F portfolio, value $5,156,295.

    13F-HR 0001908936-23-000002 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-12-31
    13F 29,388 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,818,358.

    13F-HR 0001908936-23-000001 filed by Sweet Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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