Sweet Financial Partners, LLC: ADP position timeline

Sweet Financial Partners, LLC held 8,563 ADP 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 8,563 shares

   Change vs previous 13F -186 shares

   0.51% of the 13F portfolio, value $2,369,575.

   13F-HR 0001908936-24-000005 filed by Sweet Financial Partners, LLC
   Filed 2024-10-16 (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).

2. period ended2024-06-30

   13F 8,749 shares

   Change vs previous 13F +476 shares

   0.48% of the 13F portfolio, value $2,088,381.

   13F-HR 0001908936-24-000003 filed by Sweet Financial Partners, LLC
   Filed 2024-07-18 (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).

3. period ended2024-03-31

   13F 8,273 shares

   Change vs previous 13F +535 shares

   0.48% of the 13F portfolio, value $2,066,099.

   13F-HR 0001908936-24-000002 filed by Sweet Financial Partners, LLC
   Filed 2024-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-12-31

   13F 7,738 shares

   Change vs previous 13F +774 shares

   0.43% of the 13F portfolio, value $1,802,722.

   13F-HR 0001908936-24-000001 filed by Sweet Financial Partners, LLC
   Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

5. period ended2023-09-30

   13F 6,964 shares

   Change vs previous 13F not available

   0.44% of the 13F portfolio, value $1,675,399.

   13F-HR 0001908936-23-000004 filed by Sweet Financial Partners, LLC
   Filed 2023-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

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