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Disclosery

Sweet Financial Partners, LLC: UPS position timeline

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

Sweet Financial Partners, LLC held 0 UPS shares at 2024-03-31 per its 13F-HR filed 2024-04-23.

the latest 13F is the newest step

  1. period ended2024-03-31
    13F 0 shares
    Change vs previous 13F -8,348 shares

    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).

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

  2. period ended2023-12-31
    13F 8,348 shares
    Change vs previous 13F -1,759 shares

    0.31% of the 13F portfolio, value $1,312,586.

    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).

  3. period ended2023-09-30
    13F 10,107 shares
    Change vs previous 13F +664 shares

    0.42% of the 13F portfolio, value $1,575,378.

    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).

  4. period ended2023-06-30
    13F 9,443 shares
    Change vs previous 13F +3,299 shares

    0.44% of the 13F portfolio, value $1,692,743.

    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).

  5. period ended2023-03-31
    13F 6,144 shares
    Change vs previous 13F +1,794 shares

    0.33% of the 13F portfolio, value $1,191,970.

    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).

  6. period ended2022-12-31
    13F 4,350 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $756,130.

    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).