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Disclosery

Sweet Financial Partners, LLC: IEFA position timeline

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

Sweet Financial Partners, LLC held 13,755 IEFA 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 13,755 shares
    Change vs previous 13F +400 shares

    0.23% of the 13F portfolio, value $1,073,578.

    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 13,355 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $970,107.

    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 13,355 shares
    Change vs previous 13F 0 shares

    0.23% of the 13F portfolio, value $991,208.

    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 13,355 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $939,524.

    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 13,355 shares
    Change vs previous 13F +1,590 shares

    0.23% of the 13F portfolio, value $859,394.

    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 11,765 shares
    Change vs previous 13F -22,878 shares

    0.21% of the 13F portfolio, value $794,138.

    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 34,643 shares
    Change vs previous 13F +22,326 shares

    0.64% of the 13F portfolio, value $2,315,885.

    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 12,317 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $759,220.

    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).