Sowell Financial Services LLC: BEN position timeline

Sowell Financial Services LLC held 12,685 BEN 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 12,685 shares

   Change vs previous 13F +876 shares

   0.01% of the 13F portfolio, value $422,040.

   13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 11,809 shares

   Change vs previous 13F +11,809 shares

   0.01% of the 13F portfolio, value $278,924.

   13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-03-31

   13F 0 shares

   Change vs previous 13F -10,146 shares

   13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

   Exited: the 13F for this period no longer lists the position.

4. period ended2024-12-31

   13F 10,146 shares

   Change vs previous 13F +10,146 shares

   0.01% of the 13F portfolio, value $205,860.

   13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

   Exited: the 13F for this period no longer lists the position.