Sowell Financial Services LLC: BR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on BR, newest first. How the timeline and the estimate are built.
Sowell Financial Services LLC held 2,054 BR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 2,054 sharesChange vs previous 13F -116 shares
0.01% of the 13F portfolio, value $281,340.
13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,170 sharesChange vs previous 13F -264 shares
0.01% of the 13F portfolio, value $352,559.
13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,434 sharesChange vs previous 13F +94 shares
0.02% of the 13F portfolio, value $543,218.
13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,340 sharesChange vs previous 13F +28 shares
0.02% of the 13F portfolio, value $557,411.
13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,312 sharesChange vs previous 13F +132 shares
0.02% of the 13F portfolio, value $561,849.
13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,180 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $528,582.
13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).