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Sweet Financial Partners, LLC: RDVY position timeline

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

Sweet Financial Partners, LLC held 386,015 RDVY 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 386,015 shares
    Change vs previous 13F -7,921 shares

    4.95% of the 13F portfolio, value $22,855,933.

    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 393,936 shares
    Change vs previous 13F -4,602 shares

    4.93% of the 13F portfolio, value $21,567,973.

    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 398,538 shares
    Change vs previous 13F -5,435 shares

    5.17% of the 13F portfolio, value $22,385,884.

    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 403,973 shares
    Change vs previous 13F -9,618 shares

    4.96% of the 13F portfolio, value $20,873,309.

    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 413,591 shares
    Change vs previous 13F +2,421 shares

    5.03% of the 13F portfolio, value $19,004,508.

    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 411,170 shares
    Change vs previous 13F -2,970 shares

    5.05% of the 13F portfolio, value $19,366,085.

    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 414,140 shares
    Change vs previous 13F -10,170 shares

    5.14% of the 13F portfolio, value $18,582,457.

    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 424,310 shares
    Change vs previous 13F not available

    5.47% of the 13F portfolio, value $18,635,697.

    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).