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Disclosery

Sowell Financial Services LLC: CI position timeline

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

Sowell Financial Services LLC held 7,470 CI 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 7,470 shares
    Change vs previous 13F +182 shares

    0.07% of the 13F portfolio, value $2,059,445.

    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 7,288 shares
    Change vs previous 13F +1,318 shares

    0.07% of the 13F portfolio, value $1,944,086.

    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 5,970 shares
    Change vs previous 13F +283 shares

    0.06% of the 13F portfolio, value $1,643,214.

    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 5,687 shares
    Change vs previous 13F +336 shares

    0.06% of the 13F portfolio, value $1,639,203.

    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 5,351 shares
    Change vs previous 13F +189 shares

    0.07% of the 13F portfolio, value $1,768,978.

    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 5,162 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,698,394.

    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).