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Disclosery

Sweet Financial Partners, LLC: CVS position timeline

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

Sweet Financial Partners, LLC held 21,209 CVS 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 21,209 shares
    Change vs previous 13F -5,196 shares

    0.29% of the 13F portfolio, value $1,333,623.

    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 26,405 shares
    Change vs previous 13F +4,003 shares

    0.36% of the 13F portfolio, value $1,559,505.

    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 22,402 shares
    Change vs previous 13F +1,428 shares

    0.41% of the 13F portfolio, value $1,786,745.

    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 20,974 shares
    Change vs previous 13F +3 shares

    0.39% of the 13F portfolio, value $1,656,081.

    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 20,971 shares
    Change vs previous 13F +7,877 shares

    0.39% of the 13F portfolio, value $1,464,192.

    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 13,094 shares
    Change vs previous 13F +503 shares

    0.24% of the 13F portfolio, value $905,154.

    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 12,591 shares
    Change vs previous 13F +2,501 shares

    0.26% of the 13F portfolio, value $935,633.

    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 10,090 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $940,306.

    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).