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Disclosery

Sweet Financial Partners, LLC: CI position timeline

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

Sweet Financial Partners, LLC held 5,005 CI 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 5,005 shares
    Change vs previous 13F +147 shares

    0.38% of the 13F portfolio, value $1,734,071.

    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 4,858 shares
    Change vs previous 13F +2 shares

    0.37% of the 13F portfolio, value $1,605,875.

    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 4,856 shares
    Change vs previous 13F -2,016 shares

    0.41% of the 13F portfolio, value $1,763,756.

    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 6,872 shares
    Change vs previous 13F -10 shares

    0.49% of the 13F portfolio, value $2,057,756.

    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 6,882 shares
    Change vs previous 13F +1 shares

    0.52% of the 13F portfolio, value $1,968,796.

    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 6,881 shares
    Change vs previous 13F -9 shares

    0.5% of the 13F portfolio, value $1,930,809.

    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 6,890 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $1,760,602.

    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 6,890 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,282,933.

    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).