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Disclosery

Sowell Financial Services LLC: FMB position timeline

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

Sowell Financial Services LLC held 24,002 FMB 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 24,002 shares
    Change vs previous 13F +97 shares

    0.04% of the 13F portfolio, value $1,232,897.

    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 23,905 shares
    Change vs previous 13F +94 shares

    0.04% of the 13F portfolio, value $1,211,050.

    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 23,811 shares
    Change vs previous 13F +88 shares

    0.04% of the 13F portfolio, value $1,217,593.

    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 23,723 shares
    Change vs previous 13F +89 shares

    0.05% of the 13F portfolio, value $1,202,779.

    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 23,634 shares
    Change vs previous 13F +69 shares

    0.05% of the 13F portfolio, value $1,177,441.

    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 23,565 shares
    Change vs previous 13F +56 shares

    0.05% of the 13F portfolio, value $1,188,213.

    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 23,509 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,199,185.

    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).