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Disclosery

Sweet Financial Partners, LLC: ET position timeline

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

Sweet Financial Partners, LLC held 69,013 ET 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 69,013 shares
    Change vs previous 13F +424 shares

    0.24% of the 13F portfolio, value $1,107,652.

    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 68,589 shares
    Change vs previous 13F +712 shares

    0.25% of the 13F portfolio, value $1,112,516.

    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 67,877 shares
    Change vs previous 13F +7,316 shares

    0.25% of the 13F portfolio, value $1,067,702.

    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 60,561 shares
    Change vs previous 13F +2,593 shares

    0.2% of the 13F portfolio, value $835,747.

    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 57,968 shares
    Change vs previous 13F +7,874 shares

    0.22% of the 13F portfolio, value $813,289.

    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 50,094 shares
    Change vs previous 13F +375 shares

    0.17% of the 13F portfolio, value $636,190.

    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 49,719 shares
    Change vs previous 13F +1,156 shares

    0.17% of the 13F portfolio, value $619,997.

    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 48,563 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $576,445.

    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).