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Disclosery

Sowell Financial Services LLC: BIL position timeline

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

Sowell Financial Services LLC held 29,389 BIL 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 29,389 shares
    Change vs previous 13F -341 shares

    0.09% of the 13F portfolio, value $2,693,183.

    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 29,730 shares
    Change vs previous 13F +5,878 shares

    0.1% of the 13F portfolio, value $2,724,418.

    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 23,852 shares
    Change vs previous 13F +1,777 shares

    0.08% of the 13F portfolio, value $2,179,605.

    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 22,075 shares
    Change vs previous 13F -1,645 shares

    0.08% of the 13F portfolio, value $2,025,391.

    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 23,720 shares
    Change vs previous 13F -4,322 shares

    0.09% of the 13F portfolio, value $2,175,835.

    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 28,042 shares
    Change vs previous 13F -14,443 shares

    0.12% of the 13F portfolio, value $2,572,248.

    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 42,485 shares
    Change vs previous 13F -6,377 shares

    0.2% of the 13F portfolio, value $3,884,381.

    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 48,862 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,486,000.

    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).