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Disclosery

Sweet Financial Partners, LLC: SCHA position timeline

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

Sweet Financial Partners, LLC held 0 SCHA 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 -4,144 shares

    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).

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

  2. period ended2024-03-31
    13F 4,144 shares
    Change vs previous 13F +4,144 shares

    0.05% of the 13F portfolio, value $204,051.

    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).

  3. period ended2023-12-31
    13F 0 shares
    Change vs previous 13F -5,072 shares

    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).

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

  4. period ended2023-09-30
    13F 5,072 shares
    Change vs previous 13F +158 shares

    0.06% of the 13F portfolio, value $210,082.

    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).

  5. period ended2023-06-30
    13F 4,914 shares
    Change vs previous 13F -1,585 shares

    0.06% of the 13F portfolio, value $215,233.

    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).

  6. period ended2023-03-31
    13F 6,499 shares
    Change vs previous 13F -209,307 shares

    0.08% of the 13F portfolio, value $272,503.

    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).

  7. period ended2022-12-31
    13F 215,806 shares
    Change vs previous 13F not available

    2.57% of the 13F portfolio, value $8,742,311.

    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).