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Square Inc cl a shares owned by Sweet Financial Partners

Quarter-by-quarter ownership of Square Inc cl a (XYZ) shares owned by Sweet Financial Partners from 13F filings

Historical chart of Sweet Financial Partners investment in Square Inc cl a

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All positions including Square Inc cl a held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Square Inc cl a by Sweet Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $377k 5.6k 67.13
2024-06-30 $362k 5.6k 64.49
2024-03-31 $475k 5.6k 84.58
2023-12-31 $434k 5.6k 77.35
2023-09-30 $231k 5.2k 44.26

More positions owned by Sweet Financial Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Vanguard Intl Equity Index F Vanguard Intl Equity Index F (VEU)
Ishares Tr Exponential Tech (XT)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Wisdomtree Tr Em Ex St-owned (XSOE)
First Tr Exchange-traded Growth Strength (FTGS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Apple (AAPL)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Index Shs Fds S&p North Amer (NANR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)

View all positions for Sweet Financial Partners

Top funds holding Square Inc cl a

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Geode Capital Management
Citadel Advisors
Baillie Gifford & Co
Loomis, Sayles and
Norges Bank Investment Management
Susquehanna International
Ameriprise Financial
Sands Capital Management
FMR
Invesco
Wellington Management Company

View all funds holding Square Inc cl a