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Disclosery

Sweet Financial Partners, LLC: MUB position timeline

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

Sweet Financial Partners, LLC held 20,195 MUB 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 20,195 shares
    Change vs previous 13F +7,322 shares

    0.48% of the 13F portfolio, value $2,193,783.

    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 12,873 shares
    Change vs previous 13F -959 shares

    0.31% of the 13F portfolio, value $1,371,618.

    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 13,832 shares
    Change vs previous 13F -302 shares

    0.34% of the 13F portfolio, value $1,488,323.

    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 14,134 shares
    Change vs previous 13F +3,230 shares

    0.36% of the 13F portfolio, value $1,532,267.

    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 10,904 shares
    Change vs previous 13F -607 shares

    0.3% of the 13F portfolio, value $1,118,096.

    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 11,511 shares
    Change vs previous 13F 0 shares

    0.32% of the 13F portfolio, value $1,228,569.

    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 11,511 shares
    Change vs previous 13F -80 shares

    0.34% of the 13F portfolio, value $1,240,195.

    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 11,591 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,223,082.

    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).