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Disclosery

Sweet Financial Partners, LLC: V position timeline

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

Sweet Financial Partners, LLC held 14,389 V 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 14,389 shares
    Change vs previous 13F -114 shares

    0.86% of the 13F portfolio, value $3,956,135.

    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 14,503 shares
    Change vs previous 13F +458 shares

    0.87% of the 13F portfolio, value $3,806,592.

    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 14,045 shares
    Change vs previous 13F +869 shares

    0.9% of the 13F portfolio, value $3,919,603.

    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 13,176 shares
    Change vs previous 13F +1,339 shares

    0.82% of the 13F portfolio, value $3,430,365.

    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 11,837 shares
    Change vs previous 13F +337 shares

    0.72% of the 13F portfolio, value $2,722,668.

    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 11,500 shares
    Change vs previous 13F +1,996 shares

    0.71% of the 13F portfolio, value $2,731,123.

    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 9,504 shares
    Change vs previous 13F +1,189 shares

    0.59% of the 13F portfolio, value $2,142,765.

    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 8,315 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,727,453.

    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).