Sweet Financial Partners, LLC: PII position timeline

Sweet Financial Partners, LLC held 0 PII shares at 2024-06-30 per its 13F-HR filed 2024-07-18.

the latest 13F is the newest step

1. period ended2024-06-30

   13F 0 shares

   Change vs previous 13F -2,142 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-03-31

   13F 2,142 shares

   Change vs previous 13F +2 shares

   0.05% of the 13F portfolio, value $214,423.

   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).

3. period ended2023-12-31

   13F 2,140 shares

   Change vs previous 13F +1 shares

   0.05% of the 13F portfolio, value $202,823.

   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).

4. period ended2023-09-30

   13F 2,139 shares

   Change vs previous 13F +2 shares

   0.06% of the 13F portfolio, value $222,724.

   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).

5. period ended2023-06-30

   13F 2,137 shares

   Change vs previous 13F -95 shares

   0.07% of the 13F portfolio, value $258,481.

   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).

6. period ended2023-03-31

   13F 2,232 shares

   Change vs previous 13F +1 shares

   0.07% of the 13F portfolio, value $246,912.

   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).

7. period ended2022-12-31

   13F 2,231 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $225,355.

   13F-HR 0001908936-23-000001 filed by Sweet Financial Partners, LLC
   Filed 2023-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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