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Disclosery

Sweet Financial Partners, LLC: IVV position timeline

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

Sweet Financial Partners, LLC held 3,058 IVV 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 3,058 shares
    Change vs previous 13F +8 shares

    0.38% of the 13F portfolio, value $1,764,114.

    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 3,050 shares
    Change vs previous 13F +8 shares

    0.38% of the 13F portfolio, value $1,669,240.

    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 3,042 shares
    Change vs previous 13F +9 shares

    0.37% of the 13F portfolio, value $1,599,243.

    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 3,033 shares
    Change vs previous 13F +20 shares

    0.34% of the 13F portfolio, value $1,448,638.

    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 3,013 shares
    Change vs previous 13F 0 shares

    0.34% of the 13F portfolio, value $1,293,745.

    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 3,013 shares
    Change vs previous 13F +9 shares

    0.35% of the 13F portfolio, value $1,342,791.

    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 3,004 shares
    Change vs previous 13F +11 shares

    0.34% of the 13F portfolio, value $1,234,905.

    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 2,993 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,149,781.

    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).