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Disclosery

Sweet Financial Partners, LLC: STLA position timeline

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

Sweet Financial Partners, LLC held 11,100 STLA 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 11,100 shares
    Change vs previous 13F +750 shares

    0.03% of the 13F portfolio, value $155,955.

    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 10,350 shares
    Change vs previous 13F -5,240 shares

    0.05% of the 13F portfolio, value $205,448.

    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 15,590 shares
    Change vs previous 13F -6,260 shares

    0.1% of the 13F portfolio, value $441,197.

    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 21,850 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $509,542.

    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 21,850 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $417,991.

    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 21,850 shares
    Change vs previous 13F -15,750 shares

    0.1% of the 13F portfolio, value $383,249.

    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 37,600 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $683,944.

    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 37,600 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $533,920.

    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).