Skip to content
Disclosery

Sowell Financial Services LLC: BAX position timeline

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

Sowell Financial Services LLC held 44,398 BAX 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 44,398 shares
    Change vs previous 13F +3,797 shares

    0.03% of the 13F portfolio, value $946,570.

    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 40,601 shares
    Change vs previous 13F -713 shares

    0.03% of the 13F portfolio, value $682,090.

    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 41,314 shares
    Change vs previous 13F +16,531 shares

    0.03% of the 13F portfolio, value $789,505.

    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 24,783 shares
    Change vs previous 13F +12,100 shares

    0.02% of the 13F portfolio, value $564,310.

    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 12,683 shares
    Change vs previous 13F +20 shares

    0.02% of the 13F portfolio, value $384,048.

    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 12,663 shares
    Change vs previous 13F -13,895 shares

    0.02% of the 13F portfolio, value $433,438.

    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 26,558 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $774,442.

    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).