Sweet Financial Partners, LLC: NVDA position timeline

Sweet Financial Partners, LLC held 40,429 NVDA 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 40,429 shares

   Change vs previous 13F -1,965 shares

   1.06% of the 13F portfolio, value $4,909,687.

   13F-HR 0001908936-24-000005 filed by Sweet Financial Partners, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-06-30

   13F 42,394 shares

   Change vs previous 13F +38,700 shares

   1.2% of the 13F portfolio, value $5,237,396.

   13F-HR 0001908936-24-000003 filed by Sweet Financial Partners, LLC
   Filed 2024-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 3,694 shares

   Change vs previous 13F +2,455 shares

   0.77% of the 13F portfolio, value $3,337,825.

   13F-HR 0001908936-24-000002 filed by Sweet Financial Partners, LLC
   Filed 2024-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F 1,239 shares

   Change vs previous 13F +49 shares

   0.15% of the 13F portfolio, value $613,616.

   13F-HR 0001908936-24-000001 filed by Sweet Financial Partners, LLC
   Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 1,190 shares

   Change vs previous 13F +17 shares

   0.14% of the 13F portfolio, value $517,670.

   13F-HR 0001908936-23-000004 filed by Sweet Financial Partners, LLC
   Filed 2023-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-06-30

   13F 1,173 shares

   Change vs previous 13F -36 shares

   0.13% of the 13F portfolio, value $496,226.

   13F-HR 0001908936-23-000003 filed by Sweet Financial Partners, LLC
   Filed 2023-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-03-31

   13F 1,209 shares

   Change vs previous 13F not available

   0.09% of the 13F portfolio, value $335,840.

   13F-HR 0001908936-23-000002 filed by Sweet Financial Partners, LLC
   Filed 2023-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).