Sweet Financial Partners, LLC: BAX position timeline

Sweet Financial Partners, LLC held 0 BAX shares at 2024-06-30 per its 13F-HR filed 2024-07-18.

the latest 13F is the newest step

1. period ended2024-06-30

   13F 0 shares

   Change vs previous 13F -5,125 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-03-31

   13F 5,125 shares

   Change vs previous 13F +5,125 shares

   0.05% of the 13F portfolio, value $219,043.

   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).

3. period ended2023-12-31

   13F 0 shares

   Change vs previous 13F -13,885 shares

   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).

   Exited: the 13F for this period no longer lists the position.

4. period ended2023-09-30

   13F 13,885 shares

   Change vs previous 13F +9,210 shares

   0.14% of the 13F portfolio, value $524,020.

   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).

5. period ended2023-06-30

   13F 4,675 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $212,993.

   13F-HR 0001908936-23-000003 filed by Sweet Financial Partners, LLC
   Filed 2023-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

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