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Disclosery

Sowell Financial Services LLC: FIX position timeline

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

Sowell Financial Services LLC held 996 FIX 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 996 shares
    Change vs previous 13F -202 shares

    0.06% of the 13F portfolio, value $1,973,635.

    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 1,198 shares
    Change vs previous 13F -154 shares

    0.06% of the 13F portfolio, value $1,651,378.

    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 1,352 shares
    Change vs previous 13F -110 shares

    0.05% of the 13F portfolio, value $1,262,194.

    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 1,462 shares
    Change vs previous 13F -168 shares

    0.05% of the 13F portfolio, value $1,206,619.

    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 1,630 shares
    Change vs previous 13F -218 shares

    0.04% of the 13F portfolio, value $874,066.

    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 1,848 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $595,586.

    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).