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Disclosery

Sweet Financial Partners, LLC: EPD position timeline

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

Sweet Financial Partners, LLC held 41,262 EPD 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 41,262 shares
    Change vs previous 13F +68 shares

    0.26% of the 13F portfolio, value $1,201,128.

    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 41,194 shares
    Change vs previous 13F -370 shares

    0.27% of the 13F portfolio, value $1,193,800.

    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 41,564 shares
    Change vs previous 13F +839 shares

    0.28% of the 13F portfolio, value $1,212,826.

    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 40,725 shares
    Change vs previous 13F +36 shares

    0.26% of the 13F portfolio, value $1,073,113.

    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 40,689 shares
    Change vs previous 13F -1,131 shares

    0.29% of the 13F portfolio, value $1,113,667.

    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 41,820 shares
    Change vs previous 13F +11 shares

    0.29% of the 13F portfolio, value $1,101,966.

    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 41,809 shares
    Change vs previous 13F -365 shares

    0.3% of the 13F portfolio, value $1,082,853.

    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 42,174 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,017,237.

    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).