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Disclosery

Sowell Financial Services LLC: CLOZ position timeline

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

Sowell Financial Services LLC held 158,003 CLOZ 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 158,003 shares
    Change vs previous 13F +1,967 shares

    0.14% of the 13F portfolio, value $4,174,440.

    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 156,036 shares
    Change vs previous 13F +935 shares

    0.15% of the 13F portfolio, value $4,002,329.

    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 155,101 shares
    Change vs previous 13F +2,821 shares

    0.15% of the 13F portfolio, value $4,107,065.

    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 152,280 shares
    Change vs previous 13F +2,349 shares

    0.16% of the 13F portfolio, value $4,084,143.

    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 149,931 shares
    Change vs previous 13F -144,993 shares

    0.16% of the 13F portfolio, value $4,009,144.

    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 294,924 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $7,836,141.

    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).