Sweet Financial Partners, LLC: VOO position timeline

Sweet Financial Partners, LLC held 167,533 VOO 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 167,533 shares

   Change vs previous 13F -3,849 shares

   19.14% of the 13F portfolio, value $88,402,236.

   13F-HR 0001908936-24-000005 filed by Sweet Financial Partners, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-06-30

   13F 171,382 shares

   Change vs previous 13F -1,985 shares

   19.58% of the 13F portfolio, value $85,713,285.

   13F-HR 0001908936-24-000003 filed by Sweet Financial Partners, LLC
   Filed 2024-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 173,367 shares

   Change vs previous 13F -5,231 shares

   19.24% of the 13F portfolio, value $83,337,334.

   13F-HR 0001908936-24-000002 filed by Sweet Financial Partners, LLC
   Filed 2024-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F 178,598 shares

   Change vs previous 13F +3,754 shares

   18.55% of the 13F portfolio, value $78,011,704.

   13F-HR 0001908936-24-000001 filed by Sweet Financial Partners, LLC
   Filed 2024-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 174,844 shares

   Change vs previous 13F +1,562 shares

   18.18% of the 13F portfolio, value $68,661,355.

   13F-HR 0001908936-23-000004 filed by Sweet Financial Partners, LLC
   Filed 2023-10-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-06-30

   13F 173,282 shares

   Change vs previous 13F -8,040 shares

   18.39% of the 13F portfolio, value $70,574,273.

   13F-HR 0001908936-23-000003 filed by Sweet Financial Partners, LLC
   Filed 2023-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-03-31

   13F 181,322 shares

   Change vs previous 13F +5,505 shares

   18.86% of the 13F portfolio, value $68,189,672.

   13F-HR 0001908936-23-000002 filed by Sweet Financial Partners, LLC
   Filed 2023-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2022-12-31

   13F 175,817 shares

   Change vs previous 13F not available

   18.15% of the 13F portfolio, value $61,771,529.

   13F-HR 0001908936-23-000001 filed by Sweet Financial Partners, LLC
   Filed 2023-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

   Acceptance time not in the bulk data set (spec §4.2).