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Disclosery

Sowell Financial Services LLC: CWB position timeline

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

Sowell Financial Services LLC held 25,063 CWB 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 25,063 shares
    Change vs previous 13F -741 shares

    0.09% of the 13F portfolio, value $2,702,299.

    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 25,804 shares
    Change vs previous 13F -1,227 shares

    0.09% of the 13F portfolio, value $2,361,545.

    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 27,031 shares
    Change vs previous 13F -643 shares

    0.09% of the 13F portfolio, value $2,411,137.

    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 27,674 shares
    Change vs previous 13F +164 shares

    0.1% of the 13F portfolio, value $2,504,528.

    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 27,510 shares
    Change vs previous 13F +1,069 shares

    0.09% of the 13F portfolio, value $2,273,986.

    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 26,441 shares
    Change vs previous 13F -526 shares

    0.09% of the 13F portfolio, value $2,025,906.

    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 26,967 shares
    Change vs previous 13F -1,313 shares

    0.11% of the 13F portfolio, value $2,100,455.

    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 28,280 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,166,000.

    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).