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Disclosery

Sowell Financial Services LLC: EFG position timeline

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

Sowell Financial Services LLC held 14,442 EFG 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 14,442 shares
    Change vs previous 13F +7 shares

    0.06% of the 13F portfolio, value $1,796,820.

    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 14,435 shares
    Change vs previous 13F -1,300 shares

    0.06% of the 13F portfolio, value $1,607,644.

    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 15,735 shares
    Change vs previous 13F -347 shares

    0.07% of the 13F portfolio, value $1,792,486.

    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 16,082 shares
    Change vs previous 13F -2,168 shares

    0.07% of the 13F portfolio, value $1,831,441.

    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 18,250 shares
    Change vs previous 13F +194 shares

    0.08% of the 13F portfolio, value $2,044,051.

    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 18,056 shares
    Change vs previous 13F -759 shares

    0.08% of the 13F portfolio, value $1,805,561.

    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 18,815 shares
    Change vs previous 13F -3,577 shares

    0.1% of the 13F portfolio, value $1,821,842.

    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 22,392 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,411,000.

    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).