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Disclosery

Sowell Financial Services LLC: BOND position timeline

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

Sowell Financial Services LLC held 5,793 BOND 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 5,793 shares
    Change vs previous 13F -122 shares

    0.02% of the 13F portfolio, value $534,133.

    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 5,915 shares
    Change vs previous 13F -260,072 shares

    0.02% of the 13F portfolio, value $545,855.

    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 265,987 shares
    Change vs previous 13F +9,817 shares

    0.91% of the 13F portfolio, value $24,758,112.

    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 256,170 shares
    Change vs previous 13F +699 shares

    0.92% of the 13F portfolio, value $23,913,458.

    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 255,471 shares
    Change vs previous 13F -7,732 shares

    0.96% of the 13F portfolio, value $23,549,334.

    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 263,203 shares
    Change vs previous 13F +33,694 shares

    1.11% of the 13F portfolio, value $24,338,361.

    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 229,509 shares
    Change vs previous 13F +114,037 shares

    1.09% of the 13F portfolio, value $20,752,202.

    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 115,472 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $10,925,000.

    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).