Skip to content
Disclosery

Sweet Financial Partners, LLC: UNH position timeline

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

Sweet Financial Partners, LLC held 7,487 UNH 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 7,487 shares
    Change vs previous 13F -216 shares

    0.95% of the 13F portfolio, value $4,377,251.

    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 7,703 shares
    Change vs previous 13F +513 shares

    0.9% of the 13F portfolio, value $3,922,872.

    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 7,190 shares
    Change vs previous 13F +536 shares

    0.82% of the 13F portfolio, value $3,556,952.

    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).

  4. period ended2023-12-31
    13F 6,654 shares
    Change vs previous 13F +348 shares

    0.83% of the 13F portfolio, value $3,503,167.

    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 6,306 shares
    Change vs previous 13F +427 shares

    0.84% of the 13F portfolio, value $3,179,434.

    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 5,879 shares
    Change vs previous 13F +1,275 shares

    0.74% of the 13F portfolio, value $2,825,683.

    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 4,604 shares
    Change vs previous 13F +1,651 shares

    0.6% of the 13F portfolio, value $2,175,804.

    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 2,953 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,565,622.

    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).