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Disclosery

Sweet Financial Partners, LLC: LAZ position timeline

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

Sweet Financial Partners, LLC held 17,500 LAZ 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 17,500 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $881,650.

    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 17,500 shares
    Change vs previous 13F 0 shares

    0.15% of the 13F portfolio, value $668,150.

    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 17,500 shares
    Change vs previous 13F +500 shares

    0.17% of the 13F portfolio, value $732,725.

    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 17,000 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $591,600.

    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).