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Sweet Financial Partners, LLC: SDVY position timeline

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

Sweet Financial Partners, LLC held 34,246 SDVY 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 34,246 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,245,869.

    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 ยง4.2).