Sowell Financial Services LLC: AAPL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on AAPL, newest first. How the timeline and the estimate are built.
Sowell Financial Services LLC held 420,714 AAPL shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 420,714 sharesChange vs previous 13F -5,667 shares
3.98% of the 13F portfolio, value $121,737,736.
13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 426,381 sharesChange vs previous 13F -1,264 shares
4% of the 13F portfolio, value $108,211,142.
13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 427,645 sharesChange vs previous 13F +25,181 shares
4.27% of the 13F portfolio, value $116,259,557.
13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 402,464 sharesChange vs previous 13F -1,171 shares
3.93% of the 13F portfolio, value $102,479,440.
13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 403,635 sharesChange vs previous 13F +3,892 shares
3.37% of the 13F portfolio, value $82,813,711.
13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 399,743 sharesChange vs previous 13F +2,247 shares
4.04% of the 13F portfolio, value $88,794,914.
13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 397,496 sharesChange vs previous 13F -5,143 shares
5.23% of the 13F portfolio, value $99,540,881.
13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 402,639 sharesChange vs previous 13F not available
4.36% of the 13F portfolio, value $93,815,000.
13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).