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Disclosery

Sowell Financial Services LLC: BX position timeline

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

Sowell Financial Services LLC held 12,954 BX 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 12,954 shares
    Change vs previous 13F -424 shares

    0.05% of the 13F portfolio, value $1,524,283.

    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 13,378 shares
    Change vs previous 13F +1,905 shares

    0.06% of the 13F portfolio, value $1,538,381.

    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 11,473 shares
    Change vs previous 13F +822 shares

    0.06% of the 13F portfolio, value $1,768,411.

    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 10,651 shares
    Change vs previous 13F -123 shares

    0.07% of the 13F portfolio, value $1,819,744.

    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 10,774 shares
    Change vs previous 13F -1,705 shares

    0.07% of the 13F portfolio, value $1,611,622.

    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 12,479 shares
    Change vs previous 13F +202 shares

    0.08% of the 13F portfolio, value $1,744,256.

    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 12,277 shares
    Change vs previous 13F +24 shares

    0.11% of the 13F portfolio, value $2,116,847.

    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 12,253 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,876,000.

    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).