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Disclosery

Sweet Financial Partners, LLC: FYX position timeline

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

Sweet Financial Partners, LLC held 42,620 FYX 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 42,620 shares
    Change vs previous 13F +3,570 shares

    0.92% of the 13F portfolio, value $4,241,969.

    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 39,050 shares
    Change vs previous 13F 0 shares

    0.81% of the 13F portfolio, value $3,532,463.

    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 39,050 shares
    Change vs previous 13F +5,215 shares

    0.84% of the 13F portfolio, value $3,641,022.

    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 33,835 shares
    Change vs previous 13F +10,010 shares

    0.74% of the 13F portfolio, value $3,097,933.

    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 23,825 shares
    Change vs previous 13F +3,615 shares

    0.51% of the 13F portfolio, value $1,921,689.

    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 20,210 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,662,446.

    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).