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Disclosery

Sowell Financial Services LLC: COWZ position timeline

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

Sowell Financial Services LLC held 26,422 COWZ 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 26,422 shares
    Change vs previous 13F +1,554 shares

    0.05% of the 13F portfolio, value $1,643,423.

    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 24,868 shares
    Change vs previous 13F +1,273 shares

    0.06% of the 13F portfolio, value $1,555,766.

    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 23,595 shares
    Change vs previous 13F -25,122 shares

    0.05% of the 13F portfolio, value $1,419,722.

    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 48,717 shares
    Change vs previous 13F +1,332 shares

    0.11% of the 13F portfolio, value $2,799,777.

    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 47,385 shares
    Change vs previous 13F +5,421 shares

    0.11% of the 13F portfolio, value $2,610,905.

    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 41,964 shares
    Change vs previous 13F +941 shares

    0.1% of the 13F portfolio, value $2,297,955.

    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 41,023 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,316,951.

    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).