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Disclosery

Sowell Financial Services LLC: COST position timeline

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

Sowell Financial Services LLC held 18,885 COST 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 18,885 shares
    Change vs previous 13F +13 shares

    0.58% of the 13F portfolio, value $17,666,472.

    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 18,872 shares
    Change vs previous 13F +777 shares

    0.7% of the 13F portfolio, value $18,804,264.

    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 18,095 shares
    Change vs previous 13F -595 shares

    0.57% of the 13F portfolio, value $15,603,984.

    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 18,690 shares
    Change vs previous 13F -2,062 shares

    0.66% of the 13F portfolio, value $17,299,789.

    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 20,752 shares
    Change vs previous 13F -126 shares

    0.84% of the 13F portfolio, value $20,543,494.

    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 20,878 shares
    Change vs previous 13F -272 shares

    0.9% of the 13F portfolio, value $19,746,324.

    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 21,150 shares
    Change vs previous 13F +3,445 shares

    1.02% of the 13F portfolio, value $19,379,345.

    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 17,705 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $15,696,000.

    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).