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Disclosery

Sweet Financial Partners, LLC: DAL position timeline

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

Sweet Financial Partners, LLC held 26,356 DAL 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 26,356 shares
    Change vs previous 13F -526 shares

    0.29% of the 13F portfolio, value $1,338,601.

    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 26,882 shares
    Change vs previous 13F -13 shares

    0.29% of the 13F portfolio, value $1,275,297.

    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 26,895 shares
    Change vs previous 13F +1 shares

    0.3% of the 13F portfolio, value $1,287,451.

    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 26,894 shares
    Change vs previous 13F -97 shares

    0.26% of the 13F portfolio, value $1,081,941.

    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 26,991 shares
    Change vs previous 13F +2,501 shares

    0.26% of the 13F portfolio, value $998,664.

    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 24,490 shares
    Change vs previous 13F +1,500 shares

    0.3% of the 13F portfolio, value $1,164,255.

    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 22,990 shares
    Change vs previous 13F -13 shares

    0.22% of the 13F portfolio, value $802,811.

    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 23,003 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $755,879.

    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).