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Disclosery

Sowell Financial Services LLC: AGI position timeline

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

Sowell Financial Services LLC held 24,548 AGI 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 24,548 shares
    Change vs previous 13F -192 shares

    0.02% of the 13F portfolio, value $744,792.

    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 24,740 shares
    Change vs previous 13F -71 shares

    0.04% of the 13F portfolio, value $1,099,207.

    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 24,811 shares
    Change vs previous 13F -30,652 shares

    0.04% of the 13F portfolio, value $957,216.

    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 55,463 shares
    Change vs previous 13F -63,544 shares

    0.07% of the 13F portfolio, value $1,933,447.

    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 119,007 shares
    Change vs previous 13F -6,766 shares

    0.13% of the 13F portfolio, value $3,160,831.

    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 125,773 shares
    Change vs previous 13F +57,301 shares

    0.15% of the 13F portfolio, value $3,363,175.

    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 68,472 shares
    Change vs previous 13F -85,598 shares

    0.07% of the 13F portfolio, value $1,262,629.

    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 154,070 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,072,000.

    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).