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Disclosery

Sweet Financial Partners, LLC: XT position timeline

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

Sweet Financial Partners, LLC held 189,413 XT 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 189,413 shares
    Change vs previous 13F -1,062 shares

    2.5% of the 13F portfolio, value $11,531,454.

    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 190,475 shares
    Change vs previous 13F -827 shares

    2.56% of the 13F portfolio, value $11,205,657.

    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 191,302 shares
    Change vs previous 13F -3,777 shares

    2.63% of the 13F portfolio, value $11,405,424.

    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 195,079 shares
    Change vs previous 13F -1,000 shares

    2.78% of the 13F portfolio, value $11,679,378.

    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 196,079 shares
    Change vs previous 13F -1,697 shares

    2.71% of the 13F portfolio, value $10,237,292.

    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 197,776 shares
    Change vs previous 13F -1,537 shares

    2.86% of the 13F portfolio, value $10,996,320.

    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 199,313 shares
    Change vs previous 13F -650 shares

    2.91% of the 13F portfolio, value $10,503,806.

    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 199,963 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $9,466,258.

    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).