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Disclosery

Sweet Financial Partners, LLC: IJR position timeline

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

Sweet Financial Partners, LLC held 14,840 IJR 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 14,840 shares
    Change vs previous 13F +138 shares

    0.38% of the 13F portfolio, value $1,735,686.

    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 14,702 shares
    Change vs previous 13F 0 shares

    0.36% of the 13F portfolio, value $1,568,115.

    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 14,702 shares
    Change vs previous 13F -135 shares

    0.38% of the 13F portfolio, value $1,624,865.

    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 14,837 shares
    Change vs previous 13F +195 shares

    0.38% of the 13F portfolio, value $1,606,105.

    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 14,642 shares
    Change vs previous 13F -400 shares

    0.37% of the 13F portfolio, value $1,381,180.

    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 15,042 shares
    Change vs previous 13F -12,513 shares

    0.39% of the 13F portfolio, value $1,498,935.

    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 27,555 shares
    Change vs previous 13F +4,403 shares

    0.74% of the 13F portfolio, value $2,664,569.

    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 23,152 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $2,191,105.

    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).