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Disclosery

Sweet Financial Partners, LLC: BUFT position timeline

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

Sweet Financial Partners, LLC held 36,066 BUFT 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 36,066 shares
    Change vs previous 13F -1,454 shares

    0.17% of the 13F portfolio, value $797,279.

    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 37,520 shares
    Change vs previous 13F -5,992 shares

    0.19% of the 13F portfolio, value $818,097.

    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 43,512 shares
    Change vs previous 13F -455,730 shares

    0.21% of the 13F portfolio, value $928,981.

    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 499,242 shares
    Change vs previous 13F -3,661 shares

    2.47% of the 13F portfolio, value $10,397,514.

    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 502,903 shares
    Change vs previous 13F +9,243 shares

    2.62% of the 13F portfolio, value $9,902,160.

    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 493,660 shares
    Change vs previous 13F -422,679 shares

    2.56% of the 13F portfolio, value $9,823,637.

    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 916,339 shares
    Change vs previous 13F +3,834 shares

    4.82% of the 13F portfolio, value $17,419,604.

    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 912,505 shares
    Change vs previous 13F not available

    4.95% of the 13F portfolio, value $16,835,717.

    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).