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Disclosery

Sweet Financial Partners, LLC: BUFR position timeline

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

Sweet Financial Partners, LLC held 85,369 BUFR 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 85,369 shares
    Change vs previous 13F -4,131 shares

    0.55% of the 13F portfolio, value $2,551,679.

    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 89,500 shares
    Change vs previous 13F +1,220 shares

    0.59% of the 13F portfolio, value $2,588,340.

    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 88,280 shares
    Change vs previous 13F -410,547 shares

    0.57% of the 13F portfolio, value $2,468,309.

    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 498,827 shares
    Change vs previous 13F -7,178 shares

    3.15% of the 13F portfolio, value $13,253,833.

    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 506,005 shares
    Change vs previous 13F +6,542 shares

    3.28% of the 13F portfolio, value $12,392,062.

    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 499,463 shares
    Change vs previous 13F -13,761 shares

    3.26% of the 13F portfolio, value $12,506,554.

    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 513,224 shares
    Change vs previous 13F -6,706 shares

    3.33% of the 13F portfolio, value $12,045,367.

    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 519,930 shares
    Change vs previous 13F not available

    3.39% of the 13F portfolio, value $11,547,645.

    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).