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Disclosery

Sowell Financial Services LLC: CGUS position timeline

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

Sowell Financial Services LLC held 17,931 CGUS 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 17,931 shares
    Change vs previous 13F +2,457 shares

    0.03% of the 13F portfolio, value $797,571.

    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 15,474 shares
    Change vs previous 13F +8 shares

    0.02% of the 13F portfolio, value $594,511.

    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 15,466 shares
    Change vs previous 13F -29,916 shares

    0.02% of the 13F portfolio, value $622,197.

    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 45,382 shares
    Change vs previous 13F +1,124 shares

    0.07% of the 13F portfolio, value $1,794,404.

    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 44,258 shares
    Change vs previous 13F +4,317 shares

    0.07% of the 13F portfolio, value $1,634,448.

    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 39,941 shares
    Change vs previous 13F +910 shares

    0.06% of the 13F portfolio, value $1,334,029.

    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 39,031 shares
    Change vs previous 13F -5,507 shares

    0.07% of the 13F portfolio, value $1,364,914.

    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 44,538 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,531,000.

    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).