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Disclosery

Sweet Financial Partners, LLC: ORCL position timeline

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

Sweet Financial Partners, LLC held 4,919 ORCL 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 4,919 shares
    Change vs previous 13F -65 shares

    0.18% of the 13F portfolio, value $838,128.

    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 4,984 shares
    Change vs previous 13F +15 shares

    0.16% of the 13F portfolio, value $703,723.

    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 4,969 shares
    Change vs previous 13F -128 shares

    0.14% of the 13F portfolio, value $624,202.

    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 5,097 shares
    Change vs previous 13F +4 shares

    0.13% of the 13F portfolio, value $537,352.

    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 5,093 shares
    Change vs previous 13F -195 shares

    0.14% of the 13F portfolio, value $539,402.

    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 5,288 shares
    Change vs previous 13F +4 shares

    0.16% of the 13F portfolio, value $629,730.

    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 5,284 shares
    Change vs previous 13F -12 shares

    0.14% of the 13F portfolio, value $491,009.

    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 5,296 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $432,897.

    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).