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Disclosery

Sweet Financial Partners, LLC: LMBS position timeline

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

Sweet Financial Partners, LLC held 228,730 LMBS 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 228,730 shares
    Change vs previous 13F -709 shares

    2.45% of the 13F portfolio, value $11,301,560.

    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 229,439 shares
    Change vs previous 13F +2,717 shares

    2.52% of the 13F portfolio, value $11,024,540.

    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 226,722 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $10,939,357.

    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).