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Disclosery

Sweet Financial Partners, LLC: AVGO position timeline

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

Sweet Financial Partners, LLC held 21,633 AVGO 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 21,633 shares
    Change vs previous 13F +19,550 shares

    0.81% of the 13F portfolio, value $3,731,754.

    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 2,083 shares
    Change vs previous 13F +98 shares

    0.76% of the 13F portfolio, value $3,344,969.

    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 1,985 shares
    Change vs previous 13F -56 shares

    0.61% of the 13F portfolio, value $2,631,045.

    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 2,041 shares
    Change vs previous 13F +87 shares

    0.54% of the 13F portfolio, value $2,278,297.

    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 1,954 shares
    Change vs previous 13F -177 shares

    0.43% of the 13F portfolio, value $1,622,953.

    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 2,131 shares
    Change vs previous 13F +474 shares

    0.48% of the 13F portfolio, value $1,848,493.

    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 1,657 shares
    Change vs previous 13F +436 shares

    0.29% of the 13F portfolio, value $1,063,032.

    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 1,221 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $682,698.

    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).