Skip to content
Disclosery

Sweet Financial Partners, LLC: IHS position timeline

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

Sweet Financial Partners, LLC held 81,000 IHS 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 81,000 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $242,190.

    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 81,000 shares
    Change vs previous 13F 0 shares

    0.06% of the 13F portfolio, value $259,200.

    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 81,000 shares
    Change vs previous 13F +11,000 shares

    0.07% of the 13F portfolio, value $285,930.

    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 70,000 shares
    Change vs previous 13F +2,500 shares

    0.08% of the 13F portfolio, value $322,000.

    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 67,500 shares
    Change vs previous 13F +25,000 shares

    0.1% of the 13F portfolio, value $374,625.

    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 42,500 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $415,650.

    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 42,500 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $372,300.

    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 42,500 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $261,375.

    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).