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Sweet Financial Partners, LLC: NTR position timeline

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

Sweet Financial Partners, LLC held 30,263 NTR 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 30,263 shares
    Change vs previous 13F +1,251 shares

    0.31% of the 13F portfolio, value $1,454,440.

    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 29,012 shares
    Change vs previous 13F +549 shares

    0.34% of the 13F portfolio, value $1,477,001.

    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 28,463 shares
    Change vs previous 13F +5,475 shares

    0.36% of the 13F portfolio, value $1,545,826.

    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 22,988 shares
    Change vs previous 13F +1,796 shares

    0.31% of the 13F portfolio, value $1,295,233.

    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 21,192 shares
    Change vs previous 13F +520 shares

    0.35% of the 13F portfolio, value $1,308,818.

    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 20,672 shares
    Change vs previous 13F +8,414 shares

    0.32% of the 13F portfolio, value $1,220,682.

    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 12,258 shares
    Change vs previous 13F -3,650 shares

    0.25% of the 13F portfolio, value $905,253.

    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 15,908 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,161,761.

    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).