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Disclosery

Sweet Financial Partners, LLC: COST position timeline

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

Sweet Financial Partners, LLC held 3,255 COST 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 3,255 shares
    Change vs previous 13F +172 shares

    0.62% of the 13F portfolio, value $2,885,670.

    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 3,083 shares
    Change vs previous 13F +151 shares

    0.6% of the 13F portfolio, value $2,620,430.

    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 2,932 shares
    Change vs previous 13F +2,394 shares

    0.5% of the 13F portfolio, value $2,147,837.

    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 538 shares
    Change vs previous 13F +30 shares

    0.08% of the 13F portfolio, value $355,274.

    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 508 shares
    Change vs previous 13F -2,812 shares

    0.08% of the 13F portfolio, value $287,104.

    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 3,320 shares
    Change vs previous 13F +893 shares

    0.47% of the 13F portfolio, value $1,787,496.

    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 2,427 shares
    Change vs previous 13F +746 shares

    0.33% of the 13F portfolio, value $1,205,954.

    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 1,681 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $767,408.

    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).