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Disclosery

Sweet Financial Partners, LLC: VEU position timeline

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

Sweet Financial Partners, LLC held 327,798 VEU 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 327,798 shares
    Change vs previous 13F -9,150 shares

    4.47% of the 13F portfolio, value $20,651,294.

    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 336,948 shares
    Change vs previous 13F +2,784 shares

    4.51% of the 13F portfolio, value $19,758,647.

    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 334,164 shares
    Change vs previous 13F +20,521 shares

    4.52% of the 13F portfolio, value $19,598,708.

    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 313,643 shares
    Change vs previous 13F -5,381 shares

    4.19% of the 13F portfolio, value $17,607,916.

    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 319,024 shares
    Change vs previous 13F +16,227 shares

    4.38% of the 13F portfolio, value $16,547,776.

    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 302,797 shares
    Change vs previous 13F +7,704 shares

    4.29% of the 13F portfolio, value $16,475,210.

    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 295,093 shares
    Change vs previous 13F -8,874 shares

    4.36% of the 13F portfolio, value $15,778,605.

    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 303,967 shares
    Change vs previous 13F not available

    4.48% of the 13F portfolio, value $15,240,929.

    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).