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Disclosery

Sowell Financial Services LLC: GBTC position timeline

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

Sowell Financial Services LLC held 34,320 GBTC 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 34,320 shares
    Change vs previous 13F -204 shares

    0.05% of the 13F portfolio, value $1,562,262.

    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 34,524 shares
    Change vs previous 13F +1,034 shares

    0.07% of the 13F portfolio, value $1,821,504.

    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 33,490 shares
    Change vs previous 13F -805 shares

    0.08% of the 13F portfolio, value $2,289,399.

    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 34,295 shares
    Change vs previous 13F -6,272 shares

    0.12% of the 13F portfolio, value $3,078,692.

    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 40,567 shares
    Change vs previous 13F +420 shares

    0.14% of the 13F portfolio, value $3,441,327.

    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 40,147 shares
    Change vs previous 13F +298 shares

    0.12% of the 13F portfolio, value $2,616,402.

    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 39,849 shares
    Change vs previous 13F -12,799 shares

    0.16% of the 13F portfolio, value $2,949,648.

    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 52,648 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,659,000.

    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).