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Disclosery

Sweet Financial Partners, LLC: IJH position timeline

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

Sweet Financial Partners, LLC held 53,502 IJH 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 53,502 shares
    Change vs previous 13F +427 shares

    0.72% of the 13F portfolio, value $3,334,245.

    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 53,075 shares
    Change vs previous 13F +35 shares

    0.71% of the 13F portfolio, value $3,105,949.

    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 53,040 shares
    Change vs previous 13F +43,804 shares

    0.74% of the 13F portfolio, value $3,221,650.

    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 9,236 shares
    Change vs previous 13F +2,755 shares

    0.61% of the 13F portfolio, value $2,559,757.

    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 6,481 shares
    Change vs previous 13F +1,280 shares

    0.43% of the 13F portfolio, value $1,616,037.

    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 5,201 shares
    Change vs previous 13F +998 shares

    0.35% of the 13F portfolio, value $1,359,957.

    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 4,203 shares
    Change vs previous 13F +3,222 shares

    0.29% of the 13F portfolio, value $1,051,422.

    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 981 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $237,294.

    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).