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Disclosery

Sweet Financial Partners, LLC: KO position timeline

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

Sweet Financial Partners, LLC held 34,923 KO 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 34,923 shares
    Change vs previous 13F -973 shares

    0.54% of the 13F portfolio, value $2,509,583.

    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 35,896 shares
    Change vs previous 13F +3,182 shares

    0.52% of the 13F portfolio, value $2,284,810.

    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 32,714 shares
    Change vs previous 13F +8,527 shares

    0.46% of the 13F portfolio, value $2,001,450.

    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 24,187 shares
    Change vs previous 13F -4,731 shares

    0.34% of the 13F portfolio, value $1,425,347.

    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 28,918 shares
    Change vs previous 13F +2,676 shares

    0.43% of the 13F portfolio, value $1,618,814.

    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 26,242 shares
    Change vs previous 13F +8,265 shares

    0.41% of the 13F portfolio, value $1,580,319.

    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 17,977 shares
    Change vs previous 13F +5,834 shares

    0.31% of the 13F portfolio, value $1,115,129.

    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 12,143 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $772,432.

    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).