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Disclosery

Sweet Financial Partners, LLC: HD position timeline

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

Sweet Financial Partners, LLC held 9,231 HD 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 9,231 shares
    Change vs previous 13F -234 shares

    0.81% of the 13F portfolio, value $3,740,527.

    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 9,465 shares
    Change vs previous 13F +379 shares

    0.74% of the 13F portfolio, value $3,258,168.

    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 9,086 shares
    Change vs previous 13F +473 shares

    0.8% of the 13F portfolio, value $3,485,434.

    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 8,613 shares
    Change vs previous 13F +782 shares

    0.71% of the 13F portfolio, value $2,984,701.

    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 7,831 shares
    Change vs previous 13F +244 shares

    0.63% of the 13F portfolio, value $2,366,220.

    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 7,587 shares
    Change vs previous 13F +1,718 shares

    0.61% of the 13F portfolio, value $2,356,882.

    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 5,869 shares
    Change vs previous 13F +1,136 shares

    0.48% of the 13F portfolio, value $1,732,131.

    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 4,733 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,495,030.

    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).