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Disclosery

Sweet Financial Partners, LLC: IEMG position timeline

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

Sweet Financial Partners, LLC held 50,750 IEMG 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 50,750 shares
    Change vs previous 13F +246 shares

    0.63% of the 13F portfolio, value $2,913,558.

    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 50,504 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,703,479.

    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 50,504 shares
    Change vs previous 13F 0 shares

    0.6% of the 13F portfolio, value $2,606,006.

    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 50,504 shares
    Change vs previous 13F +14,555 shares

    0.61% of the 13F portfolio, value $2,554,492.

    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 35,949 shares
    Change vs previous 13F 0 shares

    0.45% of the 13F portfolio, value $1,710,813.

    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 35,949 shares
    Change vs previous 13F 0 shares

    0.46% of the 13F portfolio, value $1,771,926.

    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 35,949 shares
    Change vs previous 13F +35,949 shares

    0.49% of the 13F portfolio, value $1,753,952.

    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 0 shares
    Change vs previous 13F not available

    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).

    Exited: the 13F for this period no longer lists the position.