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Disclosery

Sweet Financial Partners, LLC: DON position timeline

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

Sweet Financial Partners, LLC held 30,765 DON 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 30,765 shares
    Change vs previous 13F +4 shares

    0.34% of the 13F portfolio, value $1,573,025.

    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 30,761 shares
    Change vs previous 13F -1,426 shares

    0.33% of the 13F portfolio, value $1,438,701.

    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 32,187 shares
    Change vs previous 13F -176 shares

    0.36% of the 13F portfolio, value $1,569,754.

    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 32,363 shares
    Change vs previous 13F +5 shares

    0.35% of the 13F portfolio, value $1,478,664.

    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 32,358 shares
    Change vs previous 13F +4 shares

    0.35% of the 13F portfolio, value $1,325,391.

    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 32,354 shares
    Change vs previous 13F +5 shares

    0.35% of the 13F portfolio, value $1,360,473.

    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 32,349 shares
    Change vs previous 13F +4 shares

    0.37% of the 13F portfolio, value $1,325,663.

    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 32,345 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,330,693.

    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).