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Disclosery

Sweet Financial Partners, LLC: PFE position timeline

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

Sweet Financial Partners, LLC held 25,515 PFE 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 25,515 shares
    Change vs previous 13F +72 shares

    0.16% of the 13F portfolio, value $738,395.

    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 25,443 shares
    Change vs previous 13F +901 shares

    0.16% of the 13F portfolio, value $711,889.

    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 24,542 shares
    Change vs previous 13F +6,026 shares

    0.16% of the 13F portfolio, value $681,028.

    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 18,516 shares
    Change vs previous 13F +7,858 shares

    0.13% of the 13F portfolio, value $533,074.

    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 10,658 shares
    Change vs previous 13F +115 shares

    0.09% of the 13F portfolio, value $353,513.

    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 10,543 shares
    Change vs previous 13F -320 shares

    0.1% of the 13F portfolio, value $386,717.

    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 10,863 shares
    Change vs previous 13F -158 shares

    0.12% of the 13F portfolio, value $443,200.

    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 11,021 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $564,736.

    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).