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Disclosery

Sowell Financial Services LLC: FBND position timeline

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

Sowell Financial Services LLC held 69,536 FBND 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 69,536 shares
    Change vs previous 13F +1,026 shares

    0.1% of the 13F portfolio, value $3,163,211.

    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 68,510 shares
    Change vs previous 13F +1,005 shares

    0.12% of the 13F portfolio, value $3,125,436.

    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 67,505 shares
    Change vs previous 13F -28,747 shares

    0.11% of the 13F portfolio, value $3,107,931.

    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 96,252 shares
    Change vs previous 13F +1,710 shares

    0.17% of the 13F portfolio, value $4,450,673.

    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 94,542 shares
    Change vs previous 13F +1,897 shares

    0.18% of the 13F portfolio, value $4,325,299.

    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 92,645 shares
    Change vs previous 13F -16,867 shares

    0.19% of the 13F portfolio, value $4,229,265.

    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 109,512 shares
    Change vs previous 13F +38,321 shares

    0.26% of the 13F portfolio, value $4,913,803.

    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 71,191 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,339,000.

    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).