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Disclosery

Sweet Financial Partners, LLC: USMV position timeline

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

Sweet Financial Partners, LLC held 25,306 USMV 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 25,306 shares
    Change vs previous 13F -110 shares

    0.5% of the 13F portfolio, value $2,310,691.

    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 25,416 shares
    Change vs previous 13F -152 shares

    0.49% of the 13F portfolio, value $2,133,927.

    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 25,568 shares
    Change vs previous 13F 0 shares

    0.49% of the 13F portfolio, value $2,136,973.

    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 25,568 shares
    Change vs previous 13F -11 shares

    0.47% of the 13F portfolio, value $1,995,071.

    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 25,579 shares
    Change vs previous 13F -12,777 shares

    0.49% of the 13F portfolio, value $1,851,408.

    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 38,356 shares
    Change vs previous 13F -556 shares

    0.74% of the 13F portfolio, value $2,850,984.

    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 38,912 shares
    Change vs previous 13F +45 shares

    0.78% of the 13F portfolio, value $2,830,473.

    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 38,867 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $2,802,344.

    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).