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Disclosery

Sweet Financial Partners, LLC: BRK-B position timeline

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

Sweet Financial Partners, LLC held 3,677 BRK-B 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 3,677 shares
    Change vs previous 13F +32 shares

    0.37% of the 13F portfolio, value $1,692,376.

    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 3,645 shares
    Change vs previous 13F +127 shares

    0.34% of the 13F portfolio, value $1,482,786.

    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 3,518 shares
    Change vs previous 13F +133 shares

    0.34% of the 13F portfolio, value $1,479,389.

    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 3,385 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $1,207,294.

    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 3,385 shares
    Change vs previous 13F +100 shares

    0.31% of the 13F portfolio, value $1,185,766.

    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 3,285 shares
    Change vs previous 13F -350 shares

    0.29% of the 13F portfolio, value $1,120,185.

    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 3,635 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,122,379.

    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 3,635 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,122,852.

    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).