Skip to content
Disclosery

Sowell Financial Services LLC: BND position timeline

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

Sowell Financial Services LLC held 102,811 BND 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 102,811 shares
    Change vs previous 13F +94 shares

    0.25% of the 13F portfolio, value $7,547,349.

    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 102,717 shares
    Change vs previous 13F +2,385 shares

    0.28% of the 13F portfolio, value $7,564,110.

    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 100,332 shares
    Change vs previous 13F +12,013 shares

    0.27% of the 13F portfolio, value $7,431,587.

    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 88,319 shares
    Change vs previous 13F +4,007 shares

    0.25% of the 13F portfolio, value $6,568,257.

    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 84,312 shares
    Change vs previous 13F -7,049 shares

    0.25% of the 13F portfolio, value $6,207,912.

    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 91,361 shares
    Change vs previous 13F -7,766 shares

    0.31% of the 13F portfolio, value $6,710,471.

    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 99,127 shares
    Change vs previous 13F +13,023 shares

    0.37% of the 13F portfolio, value $7,128,213.

    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 86,104 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $6,467,000.

    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).