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Disclosery

Sweet Financial Partners, LLC: PG position timeline

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

Sweet Financial Partners, LLC held 17,160 PG 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 17,160 shares
    Change vs previous 13F -306 shares

    0.64% of the 13F portfolio, value $2,972,197.

    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 17,466 shares
    Change vs previous 13F +772 shares

    0.66% of the 13F portfolio, value $2,880,522.

    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 16,694 shares
    Change vs previous 13F +954 shares

    0.63% of the 13F portfolio, value $2,708,616.

    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 15,740 shares
    Change vs previous 13F +1,769 shares

    0.55% of the 13F portfolio, value $2,306,559.

    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 13,971 shares
    Change vs previous 13F +368 shares

    0.54% of the 13F portfolio, value $2,037,819.

    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 13,603 shares
    Change vs previous 13F +3,181 shares

    0.54% of the 13F portfolio, value $2,064,055.

    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 10,422 shares
    Change vs previous 13F +2,106 shares

    0.43% of the 13F portfolio, value $1,549,652.

    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 8,316 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,260,331.

    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).