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Disclosery

Sowell Financial Services LLC: FSMB position timeline

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

Sowell Financial Services LLC held 38,832 FSMB 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 38,832 shares
    Change vs previous 13F -24,903 shares

    0.03% of the 13F portfolio, value $776,261.

    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 63,735 shares
    Change vs previous 13F -15,624 shares

    0.05% of the 13F portfolio, value $1,272,148.

    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 79,359 shares
    Change vs previous 13F -38,375 shares

    0.06% of the 13F portfolio, value $1,590,743.

    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 117,734 shares
    Change vs previous 13F +514 shares

    0.09% of the 13F portfolio, value $2,364,103.

    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 117,220 shares
    Change vs previous 13F +447 shares

    0.1% of the 13F portfolio, value $2,333,270.

    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 116,773 shares
    Change vs previous 13F +408 shares

    0.11% of the 13F portfolio, value $2,320,287.

    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 116,365 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,308,687.

    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).