Skip to content
Disclosery

Sweet Financial Partners, LLC: DE position timeline

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

Sweet Financial Partners, LLC held 2,232 DE 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 2,232 shares
    Change vs previous 13F -885 shares

    0.2% of the 13F portfolio, value $931,282.

    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 3,117 shares
    Change vs previous 13F +3 shares

    0.27% of the 13F portfolio, value $1,164,491.

    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 3,114 shares
    Change vs previous 13F +49 shares

    0.3% of the 13F portfolio, value $1,278,994.

    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 3,065 shares
    Change vs previous 13F -77 shares

    0.29% of the 13F portfolio, value $1,225,505.

    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 3,142 shares
    Change vs previous 13F +298 shares

    0.31% of the 13F portfolio, value $1,185,900.

    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 2,844 shares
    Change vs previous 13F -371 shares

    0.3% of the 13F portfolio, value $1,152,492.

    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 3,215 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $1,327,601.

    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 3,215 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,378,433.

    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).