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Disclosery

Sweet Financial Partners, LLC: VT position timeline

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

Sweet Financial Partners, LLC held 24,133 VT 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 24,133 shares
    Change vs previous 13F -303 shares

    0.63% of the 13F portfolio, value $2,888,780.

    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 24,436 shares
    Change vs previous 13F +91 shares

    0.63% of the 13F portfolio, value $2,752,176.

    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 24,345 shares
    Change vs previous 13F -612 shares

    0.62% of the 13F portfolio, value $2,690,099.

    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 24,957 shares
    Change vs previous 13F -505 shares

    0.61% of the 13F portfolio, value $2,567,539.

    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 25,462 shares
    Change vs previous 13F +57 shares

    0.63% of the 13F portfolio, value $2,372,524.

    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 25,405 shares
    Change vs previous 13F -247 shares

    0.64% of the 13F portfolio, value $2,463,816.

    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 25,652 shares
    Change vs previous 13F -29 shares

    0.65% of the 13F portfolio, value $2,362,271.

    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 25,681 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $2,213,408.

    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).