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Disclosery

Sweet Financial Partners, LLC: MSFT position timeline

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

Sweet Financial Partners, LLC held 15,536 MSFT 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 15,536 shares
    Change vs previous 13F -202 shares

    1.45% of the 13F portfolio, value $6,685,224.

    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 15,738 shares
    Change vs previous 13F +315 shares

    1.61% of the 13F portfolio, value $7,034,011.

    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 15,423 shares
    Change vs previous 13F +249 shares

    1.5% of the 13F portfolio, value $6,488,704.

    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 15,174 shares
    Change vs previous 13F +1,157 shares

    1.36% of the 13F portfolio, value $5,706,162.

    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 14,017 shares
    Change vs previous 13F +716 shares

    1.17% of the 13F portfolio, value $4,425,750.

    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 13,301 shares
    Change vs previous 13F +961 shares

    1.18% of the 13F portfolio, value $4,529,367.

    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 12,340 shares
    Change vs previous 13F +346 shares

    0.98% of the 13F portfolio, value $3,557,585.

    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 11,994 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $2,876,489.

    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).