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Sowell Financial Services LLC: EQIN position timeline

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

Sowell Financial Services LLC held 192,761 EQIN 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 192,761 shares
    Change vs previous 13F +3,178 shares

    0.32% of the 13F portfolio, value $9,888,874.

    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 189,583 shares
    Change vs previous 13F +6,836 shares

    0.34% of the 13F portfolio, value $9,317,732.

    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 182,747 shares
    Change vs previous 13F +7,715 shares

    0.32% of the 13F portfolio, value $8,678,663.

    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 175,032 shares
    Change vs previous 13F +3,028 shares

    0.31% of the 13F portfolio, value $8,171,684.

    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 172,004 shares
    Change vs previous 13F -3,694 shares

    0.32% of the 13F portfolio, value $7,747,047.

    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 175,698 shares
    Change vs previous 13F +26,984 shares

    0.37% of the 13F portfolio, value $8,039,938.

    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 148,714 shares
    Change vs previous 13F +28,301 shares

    0.35% of the 13F portfolio, value $6,594,895.

    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 120,413 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,699,000.

    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).