Sweet Financial Partners, LLC: FTLS position timeline

Sweet Financial Partners, LLC held 177,340 FTLS 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 177,340 shares

   Change vs previous 13F -2,968 shares

   2.44% of the 13F portfolio, value $11,255,780.

   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 180,308 shares

   Change vs previous 13F +2,385 shares

   2.58% of the 13F portfolio, value $11,285,481.

   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 177,923 shares

   Change vs previous 13F +428 shares

   2.53% of the 13F portfolio, value $10,970,722.

   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 177,495 shares

   Change vs previous 13F -1,325 shares

   2.37% of the 13F portfolio, value $9,985,874.

   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 178,820 shares

   Change vs previous 13F +4,652 shares

   2.52% of the 13F portfolio, value $9,504,274.

   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 174,168 shares

   Change vs previous 13F -2,265 shares

   2.4% of the 13F portfolio, value $9,194,346.

   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 176,433 shares

   Change vs previous 13F not available

   2.48% of the 13F portfolio, value $8,964,561.

   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).