Skip to content
Disclosery

Sowell Financial Services LLC: EIPI position timeline

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

Sowell Financial Services LLC held 133,949 EIPI 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 133,949 shares
    Change vs previous 13F -5,936 shares

    0.1% of the 13F portfolio, value $2,925,452.

    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 139,885 shares
    Change vs previous 13F -9,853 shares

    0.12% of the 13F portfolio, value $3,146,022.

    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 149,738 shares
    Change vs previous 13F -6,304 shares

    0.11% of the 13F portfolio, value $2,975,298.

    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 156,042 shares
    Change vs previous 13F +780 shares

    0.12% of the 13F portfolio, value $3,092,746.

    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 155,262 shares
    Change vs previous 13F -839 shares

    0.12% of the 13F portfolio, value $3,061,742.

    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 156,101 shares
    Change vs previous 13F +577 shares

    0.14% of the 13F portfolio, value $3,167,282.

    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 155,524 shares
    Change vs previous 13F +8,248 shares

    0.16% of the 13F portfolio, value $3,031,154.

    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 147,276 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,850,000.

    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).