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Disclosery

Sweet Financial Partners, LLC: XSOE position timeline

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

Sweet Financial Partners, LLC held 303,997 XSOE 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 303,997 shares
    Change vs previous 13F +5,962 shares

    2.17% of the 13F portfolio, value $10,041,032.

    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 298,035 shares
    Change vs previous 13F +6,782 shares

    2.09% of the 13F portfolio, value $9,128,818.

    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 291,253 shares
    Change vs previous 13F +27,735 shares

    1.98% of the 13F portfolio, value $8,580,300.

    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 263,518 shares
    Change vs previous 13F -26,620 shares

    1.81% of the 13F portfolio, value $7,610,410.

    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 290,138 shares
    Change vs previous 13F +8,107 shares

    2.05% of the 13F portfolio, value $7,737,991.

    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 282,031 shares
    Change vs previous 13F +1,528 shares

    2.05% of the 13F portfolio, value $7,882,776.

    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 280,503 shares
    Change vs previous 13F -53,131 shares

    2.16% of the 13F portfolio, value $7,809,192.

    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 333,634 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $8,901,351.

    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).