Skip to content
Disclosery

Sweet Financial Partners, LLC: F position timeline

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

Sweet Financial Partners, LLC held 11,810 F 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 11,810 shares
    Change vs previous 13F -85 shares

    0.03% of the 13F portfolio, value $124,717.

    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 11,895 shares
    Change vs previous 13F -956 shares

    0.03% of the 13F portfolio, value $149,161.

    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 12,851 shares
    Change vs previous 13F +13 shares

    0.04% of the 13F portfolio, value $170,661.

    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 12,838 shares
    Change vs previous 13F +15 shares

    0.04% of the 13F portfolio, value $156,496.

    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 12,823 shares
    Change vs previous 13F +14 shares

    0.04% of the 13F portfolio, value $159,259.

    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 12,809 shares
    Change vs previous 13F +12,809 shares

    0.05% of the 13F portfolio, value $193,807.

    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 0 shares
    Change vs previous 13F -14,242 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  8. period ended2022-12-31
    13F 14,242 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $165,635.

    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).