Skip to content
Disclosery

Sweet Financial Partners, LLC: USFR position timeline

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

Sweet Financial Partners, LLC held 0 USFR 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 -73,645 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 73,645 shares
    Change vs previous 13F -1,495 shares

    0.88% of the 13F portfolio, value $3,699,924.

    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 75,140 shares
    Change vs previous 13F +2,362 shares

    1% of the 13F portfolio, value $3,781,069.

    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 72,778 shares
    Change vs previous 13F +813 shares

    0.95% of the 13F portfolio, value $3,662,204.

    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 71,965 shares
    Change vs previous 13F -32,479 shares

    1% of the 13F portfolio, value $3,617,685.

    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 104,444 shares
    Change vs previous 13F not available

    1.54% of the 13F portfolio, value $5,250,377.

    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).