Skip to content
Disclosery

Sweet Financial Partners, LLC: CP position timeline

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

Sweet Financial Partners, LLC held 8,527 CP 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 8,527 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $729,400.

    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 8,527 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $671,331.

    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 8,527 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $751,826.

    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 8,527 shares
    Change vs previous 13F +1,910 shares

    0.16% of the 13F portfolio, value $674,145.

    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 6,617 shares
    Change vs previous 13F +2,625 shares

    0.13% of the 13F portfolio, value $492,371.

    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 3,992 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $322,434.

    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).