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Disclosery

Sweet Financial Partners, LLC: BA position timeline

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

Sweet Financial Partners, LLC held 10,341 BA 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 10,341 shares
    Change vs previous 13F -10 shares

    0.34% of the 13F portfolio, value $1,572,246.

    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 10,351 shares
    Change vs previous 13F +2,445 shares

    0.43% of the 13F portfolio, value $1,883,986.

    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 7,906 shares
    Change vs previous 13F +365 shares

    0.35% of the 13F portfolio, value $1,525,779.

    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 7,541 shares
    Change vs previous 13F -232 shares

    0.47% of the 13F portfolio, value $1,965,637.

    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 7,773 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $1,489,929.

    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 7,773 shares
    Change vs previous 13F -33 shares

    0.43% of the 13F portfolio, value $1,641,347.

    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 7,806 shares
    Change vs previous 13F -610 shares

    0.46% of the 13F portfolio, value $1,658,229.

    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 8,416 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $1,603,164.

    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).