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Disclosery

Sowell Financial Services LLC: ESGU position timeline

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

Sowell Financial Services LLC held 10,724 ESGU 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 10,724 shares
    Change vs previous 13F -209 shares

    0.06% of the 13F portfolio, value $1,755,210.

    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 10,933 shares
    Change vs previous 13F +50 shares

    0.06% of the 13F portfolio, value $1,546,092.

    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 10,883 shares
    Change vs previous 13F +91 shares

    0.06% of the 13F portfolio, value $1,621,350.

    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 10,792 shares
    Change vs previous 13F -541 shares

    0.06% of the 13F portfolio, value $1,571,302.

    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 11,333 shares
    Change vs previous 13F -309 shares

    0.06% of the 13F portfolio, value $1,533,333.

    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 11,642 shares
    Change vs previous 13F -54 shares

    0.06% of the 13F portfolio, value $1,419,258.

    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 11,696 shares
    Change vs previous 13F -12,773 shares

    0.08% of the 13F portfolio, value $1,506,742.

    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 24,469 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,088,000.

    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).