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Disclosery

Sowell Financial Services LLC: BUFR position timeline

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

Sowell Financial Services LLC held 21,655 BUFR 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 21,655 shares
    Change vs previous 13F -607 shares

    0.03% of the 13F portfolio, value $791,057.

    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 22,262 shares
    Change vs previous 13F -1,461 shares

    0.03% of the 13F portfolio, value $751,788.

    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 23,723 shares
    Change vs previous 13F -116 shares

    0.03% of the 13F portfolio, value $812,751.

    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 23,839 shares
    Change vs previous 13F -4,298 shares

    0.03% of the 13F portfolio, value $796,700.

    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 28,137 shares
    Change vs previous 13F -131,200 shares

    0.04% of the 13F portfolio, value $894,757.

    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 159,337 shares
    Change vs previous 13F +133,479 shares

    0.22% of the 13F portfolio, value $4,730,720.

    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 25,858 shares
    Change vs previous 13F -31,397 shares

    0.04% of the 13F portfolio, value $787,905.

    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 57,255 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,547,000.

    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).