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Disclosery

Sweet Financial Partners, LLC: DBAW position timeline

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

Sweet Financial Partners, LLC held 23,130 DBAW 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 23,130 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $807,158.

    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 23,130 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $772,193.

    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 23,130 shares
    Change vs previous 13F -295 shares

    0.18% of the 13F portfolio, value $759,191.

    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 23,425 shares
    Change vs previous 13F +2,500 shares

    0.17% of the 13F portfolio, value $707,669.

    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 20,925 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $596,584.

    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 20,925 shares
    Change vs previous 13F -2,406 shares

    0.16% of the 13F portfolio, value $605,804.

    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 23,331 shares
    Change vs previous 13F -30,256 shares

    0.19% of the 13F portfolio, value $675,190.

    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 53,587 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $1,443,089.

    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).