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Disclosery

Sweet Financial Partners, LLC: META position timeline

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

Sweet Financial Partners, LLC held 3,888 META 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 3,888 shares
    Change vs previous 13F -70 shares

    0.48% of the 13F portfolio, value $2,225,395.

    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 3,958 shares
    Change vs previous 13F +50 shares

    0.46% of the 13F portfolio, value $1,995,883.

    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 3,908 shares
    Change vs previous 13F -2,793 shares

    0.44% of the 13F portfolio, value $1,897,710.

    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 6,701 shares
    Change vs previous 13F +225 shares

    0.56% of the 13F portfolio, value $2,371,886.

    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 6,476 shares
    Change vs previous 13F -501 shares

    0.51% of the 13F portfolio, value $1,944,160.

    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 6,977 shares
    Change vs previous 13F +661 shares

    0.52% of the 13F portfolio, value $2,002,259.

    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 6,316 shares
    Change vs previous 13F +2,153 shares

    0.37% of the 13F portfolio, value $1,338,613.

    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 4,163 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $500,975.

    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).