Skip to content
Disclosery

Sweet Financial Partners, LLC: RJF position timeline

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

Sweet Financial Partners, LLC held 14,944 RJF 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 14,944 shares
    Change vs previous 13F -839 shares

    0.4% of the 13F portfolio, value $1,829,994.

    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 15,783 shares
    Change vs previous 13F -1,749 shares

    0.45% of the 13F portfolio, value $1,950,941.

    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 17,532 shares
    Change vs previous 13F -3,250 shares

    0.52% of the 13F portfolio, value $2,251,522.

    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 20,782 shares
    Change vs previous 13F +1 shares

    0.55% of the 13F portfolio, value $2,317,177.

    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 20,781 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,087,060.

    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 20,781 shares
    Change vs previous 13F -999 shares

    0.56% of the 13F portfolio, value $2,156,409.

    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 21,780 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $2,031,421.

    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 21,780 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,327,193.

    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).