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Disclosery

Sowell Financial Services LLC: AIQ position timeline

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

Sowell Financial Services LLC held 13,665 AIQ 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 13,665 shares
    Change vs previous 13F -140 shares

    0.03% of the 13F portfolio, value $896,558.

    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 13,805 shares
    Change vs previous 13F +1,265 shares

    0.02% of the 13F portfolio, value $644,274.

    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 12,540 shares
    Change vs previous 13F -215 shares

    0.02% of the 13F portfolio, value $637,792.

    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 12,755 shares
    Change vs previous 13F +4,444 shares

    0.02% of the 13F portfolio, value $629,977.

    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 8,311 shares
    Change vs previous 13F -8,449 shares

    0.01% of the 13F portfolio, value $363,126.

    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 16,760 shares
    Change vs previous 13F +2,190 shares

    0.03% of the 13F portfolio, value $609,742.

    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 14,570 shares
    Change vs previous 13F +1,219 shares

    0.03% of the 13F portfolio, value $562,969.

    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 13,351 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $496,000.

    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).