Sweet Financial Partners, LLC: FIXD position timeline

Sweet Financial Partners, LLC held 8,290 FIXD 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 8,290 shares

   Change vs previous 13F -459 shares

   0.08% of the 13F portfolio, value $375,035.

   13F-HR 0001908936-24-000005 filed by Sweet Financial Partners, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-06-30

   13F 8,749 shares

   Change vs previous 13F -4,235 shares

   0.09% of the 13F portfolio, value $376,661.

   13F-HR 0001908936-24-000003 filed by Sweet Financial Partners, LLC
   Filed 2024-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 12,984 shares

   Change vs previous 13F -408,548 shares

   0.13% of the 13F portfolio, value $566,121.

   13F-HR 0001908936-24-000002 filed by Sweet Financial Partners, LLC
   Filed 2024-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F 421,532 shares

   Change vs previous 13F -69,449 shares

   4.47% of the 13F portfolio, value $18,802,444.

   13F-HR 0001908936-24-000001 filed by Sweet Financial Partners, LLC
   Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 490,981 shares

   Change vs previous 13F +17,529 shares

   5.47% of the 13F portfolio, value $20,648,207.

   13F-HR 0001908936-23-000004 filed by Sweet Financial Partners, LLC
   Filed 2023-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-06-30

   13F 473,452 shares

   Change vs previous 13F +87,612 shares

   5.45% of the 13F portfolio, value $20,912,364.

   13F-HR 0001908936-23-000003 filed by Sweet Financial Partners, LLC
   Filed 2023-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-03-31

   13F 385,840 shares

   Change vs previous 13F +41,085 shares

   4.81% of the 13F portfolio, value $17,385,962.

   13F-HR 0001908936-23-000002 filed by Sweet Financial Partners, LLC
   Filed 2023-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2022-12-31

   13F 344,755 shares

   Change vs previous 13F not available

   4.45% of the 13F portfolio, value $15,141,626.

   13F-HR 0001908936-23-000001 filed by Sweet Financial Partners, LLC
   Filed 2023-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).