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Disclosery

Sweet Financial Partners, LLC: UNG position timeline

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

Sweet Financial Partners, LLC held 21,125 UNG 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 21,125 shares
    Change vs previous 13F +3,325 shares

    0.07% of the 13F portfolio, value $344,971.

    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 17,800 shares
    Change vs previous 13F -6,150 shares

    0.07% of the 13F portfolio, value $310,254.

    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 23,950 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $348,952.

    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).