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Disclosery

Sweet Financial Partners, LLC: C position timeline

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

Sweet Financial Partners, LLC held 17,582 C 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 17,582 shares
    Change vs previous 13F +2 shares

    0.24% of the 13F portfolio, value $1,100,641.

    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 17,580 shares
    Change vs previous 13F +401 shares

    0.25% of the 13F portfolio, value $1,115,658.

    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 17,179 shares
    Change vs previous 13F 0 shares

    0.25% of the 13F portfolio, value $1,086,400.

    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 17,179 shares
    Change vs previous 13F +2,000 shares

    0.21% of the 13F portfolio, value $883,688.

    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 15,179 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $624,312.

    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 15,179 shares
    Change vs previous 13F -163 shares

    0.18% of the 13F portfolio, value $698,841.

    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 15,342 shares
    Change vs previous 13F -102 shares

    0.2% of the 13F portfolio, value $719,386.

    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 15,444 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $698,537.

    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).