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Disclosery

Sweet Financial Partners, LLC: XLE position timeline

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

Sweet Financial Partners, LLC held 36,579 XLE 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 36,579 shares
    Change vs previous 13F -447 shares

    0.7% of the 13F portfolio, value $3,211,668.

    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 37,026 shares
    Change vs previous 13F -163 shares

    0.77% of the 13F portfolio, value $3,374,900.

    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 37,189 shares
    Change vs previous 13F +305 shares

    0.81% of the 13F portfolio, value $3,511,012.

    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 36,884 shares
    Change vs previous 13F +17 shares

    0.74% of the 13F portfolio, value $3,092,375.

    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 36,867 shares
    Change vs previous 13F +14 shares

    0.88% of the 13F portfolio, value $3,332,402.

    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 36,853 shares
    Change vs previous 13F -1,220 shares

    0.78% of the 13F portfolio, value $2,991,377.

    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 38,073 shares
    Change vs previous 13F -338 shares

    0.87% of the 13F portfolio, value $3,153,605.

    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 38,411 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $3,359,840.

    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).