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Disclosery

Sweet Financial Partners, LLC: SPSB position timeline

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

Sweet Financial Partners, LLC held 271,426 SPSB 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 271,426 shares
    Change vs previous 13F -3,166 shares

    1.78% of the 13F portfolio, value $8,218,772.

    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 274,592 shares
    Change vs previous 13F +6,956 shares

    1.86% of the 13F portfolio, value $8,155,379.

    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 267,636 shares
    Change vs previous 13F +8,622 shares

    1.84% of the 13F portfolio, value $7,967,514.

    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 259,014 shares
    Change vs previous 13F +781 shares

    1.83% of the 13F portfolio, value $7,713,435.

    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 258,233 shares
    Change vs previous 13F +11,005 shares

    2% of the 13F portfolio, value $7,571,388.

    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 247,228 shares
    Change vs previous 13F +133,693 shares

    1.9% of the 13F portfolio, value $7,278,394.

    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 113,535 shares
    Change vs previous 13F not available

    0.93% of the 13F portfolio, value $3,364,031.

    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).