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Disclosery

Sweet Financial Partners, LLC: PEP position timeline

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

Sweet Financial Partners, LLC held 15,433 PEP 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 15,433 shares
    Change vs previous 13F -518 shares

    0.57% of the 13F portfolio, value $2,624,431.

    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 15,951 shares
    Change vs previous 13F +352 shares

    0.6% of the 13F portfolio, value $2,630,771.

    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 15,599 shares
    Change vs previous 13F +2,682 shares

    0.63% of the 13F portfolio, value $2,729,967.

    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 12,917 shares
    Change vs previous 13F +499 shares

    0.52% of the 13F portfolio, value $2,193,750.

    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 12,418 shares
    Change vs previous 13F +1,678 shares

    0.56% of the 13F portfolio, value $2,104,168.

    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 10,740 shares
    Change vs previous 13F +2,392 shares

    0.52% of the 13F portfolio, value $1,989,318.

    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 8,348 shares
    Change vs previous 13F +1,934 shares

    0.42% of the 13F portfolio, value $1,521,884.

    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 6,414 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,158,786.

    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).