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Disclosery

Sowell Financial Services LLC: CGMS position timeline

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

Sowell Financial Services LLC held 134,007 CGMS 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 134,007 shares
    Change vs previous 13F -6,909 shares

    0.12% of the 13F portfolio, value $3,662,405.

    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 140,916 shares
    Change vs previous 13F +9,104 shares

    0.14% of the 13F portfolio, value $3,837,155.

    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 131,812 shares
    Change vs previous 13F +13,151 shares

    0.13% of the 13F portfolio, value $3,640,653.

    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 118,661 shares
    Change vs previous 13F +6,391 shares

    0.13% of the 13F portfolio, value $3,292,840.

    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 112,270 shares
    Change vs previous 13F +65,600 shares

    0.13% of the 13F portfolio, value $3,100,900.

    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 46,670 shares
    Change vs previous 13F -845 shares

    0.06% of the 13F portfolio, value $1,274,093.

    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 47,515 shares
    Change vs previous 13F +19,486 shares

    0.07% of the 13F portfolio, value $1,296,215.

    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 28,029 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $780,000.

    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).