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Disclosery

Sowell Financial Services LLC: AGG position timeline

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

Sowell Financial Services LLC held 247,748 AGG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 247,748 shares
    Change vs previous 13F +5,955 shares

    0.8% of the 13F portfolio, value $24,522,095.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 241,793 shares
    Change vs previous 13F +12,076 shares

    0.89% of the 13F portfolio, value $24,002,819.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 229,717 shares
    Change vs previous 13F +24,433 shares

    0.84% of the 13F portfolio, value $22,944,098.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 205,284 shares
    Change vs previous 13F +786 shares

    0.79% of the 13F portfolio, value $20,579,744.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 204,498 shares
    Change vs previous 13F -3,225 shares

    0.83% of the 13F portfolio, value $20,286,156.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 207,723 shares
    Change vs previous 13F +25,713 shares

    0.94% of the 13F portfolio, value $20,547,952.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 182,010 shares
    Change vs previous 13F +60,168 shares

    0.93% of the 13F portfolio, value $17,636,767.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 121,842 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $12,339,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).