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Disclosery

Sweet Financial Partners, LLC: UCON position timeline

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

Sweet Financial Partners, LLC held 0 UCON shares at 2023-06-30 per its 13F-HR filed 2023-07-24.

the latest 13F is the newest step

  1. period ended2023-06-30
    13F 0 shares
    Change vs previous 13F -9,600 shares

    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).

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

  2. period ended2023-03-31
    13F 9,600 shares
    Change vs previous 13F -485 shares

    0.06% of the 13F portfolio, value $232,423.

    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).

  3. period ended2022-12-31
    13F 10,085 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $243,156.

    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).