Sweet Financial Partners, LLC: VZ position timeline

Sweet Financial Partners, LLC held 12,115 VZ 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 12,115 shares

   Change vs previous 13F -139 shares

   0.12% of the 13F portfolio, value $544,086.

   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 12,254 shares

   Change vs previous 13F -175 shares

   0.12% of the 13F portfolio, value $505,369.

   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 12,429 shares

   Change vs previous 13F +237 shares

   0.12% of the 13F portfolio, value $521,525.

   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 12,192 shares

   Change vs previous 13F -320 shares

   0.11% of the 13F portfolio, value $459,625.

   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 12,512 shares

   Change vs previous 13F +6,598 shares

   0.11% of the 13F portfolio, value $405,519.

   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 5,914 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $219,948.

   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).