Sweet Financial Partners, LLC: AIQ position timeline

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

Sweet Financial Partners, LLC held 10,028 AIQ shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

period ended2024-09-30
13F 10,028 shares
Change vs previous 13F +1 shares
0.08% of the 13F portfolio, value $372,745.
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).
period ended2024-06-30
13F 10,027 shares
Change vs previous 13F 0 shares
0.08% of the 13F portfolio, value $357,262.
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).
period ended2024-03-31
13F 10,027 shares
Change vs previous 13F +1,027 shares
0.08% of the 13F portfolio, value $340,517.
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).
period ended2023-12-31
13F 9,000 shares
Change vs previous 13F not available
0.07% of the 13F portfolio, value $280,620.
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).