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Disclosery

Sowell Financial Services LLC: GIS position timeline

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

Sowell Financial Services LLC held 82,682 GIS 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 82,682 shares
    Change vs previous 13F +4,989 shares

    0.09% of the 13F portfolio, value $2,877,350.

    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 77,693 shares
    Change vs previous 13F +5,463 shares

    0.11% of the 13F portfolio, value $2,891,740.

    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 72,230 shares
    Change vs previous 13F +2,835 shares

    0.12% of the 13F portfolio, value $3,358,715.

    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 69,395 shares
    Change vs previous 13F -1,511 shares

    0.13% of the 13F portfolio, value $3,498,919.

    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 70,906 shares
    Change vs previous 13F +7,666 shares

    0.15% of the 13F portfolio, value $3,673,642.

    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 63,240 shares
    Change vs previous 13F +1,596 shares

    0.17% of the 13F portfolio, value $3,781,098.

    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 61,644 shares
    Change vs previous 13F +9,019 shares

    0.21% of the 13F portfolio, value $3,931,010.

    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 52,625 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,886,000.

    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).