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Disclosery

Sweet Financial Partners, LLC: BND position timeline

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

Sweet Financial Partners, LLC held 3,982 BND 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 3,982 shares
    Change vs previous 13F -66 shares

    0.06% of the 13F portfolio, value $299,113.

    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 4,048 shares
    Change vs previous 13F -160 shares

    0.07% of the 13F portfolio, value $291,694.

    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 4,208 shares
    Change vs previous 13F -1,373 shares

    0.07% of the 13F portfolio, value $305,592.

    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 5,581 shares
    Change vs previous 13F -457 shares

    0.1% of the 13F portfolio, value $410,476.

    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 6,038 shares
    Change vs previous 13F -981 shares

    0.11% of the 13F portfolio, value $421,332.

    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 7,019 shares
    Change vs previous 13F -1,243 shares

    0.13% of the 13F portfolio, value $510,211.

    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 8,262 shares
    Change vs previous 13F -40,575 shares

    0.17% of the 13F portfolio, value $609,983.

    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 48,837 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $3,508,450.

    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).