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Disclosery

Sowell Financial Services LLC: GLD position timeline

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

Sowell Financial Services LLC held 6,770 GLD 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 6,770 shares
    Change vs previous 13F -577 shares

    0.08% of the 13F portfolio, value $2,494,069.

    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 7,347 shares
    Change vs previous 13F -1,530 shares

    0.12% of the 13F portfolio, value $3,161,409.

    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 8,877 shares
    Change vs previous 13F +302 shares

    0.13% of the 13F portfolio, value $3,518,006.

    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 8,575 shares
    Change vs previous 13F -6,649 shares

    0.12% of the 13F portfolio, value $3,048,121.

    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 15,224 shares
    Change vs previous 13F -5,673 shares

    0.19% of the 13F portfolio, value $4,640,768.

    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 20,897 shares
    Change vs previous 13F -5,685 shares

    0.27% of the 13F portfolio, value $6,021,295.

    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 26,582 shares
    Change vs previous 13F -4,491 shares

    0.34% of the 13F portfolio, value $6,436,310.

    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 31,073 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $7,553,000.

    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).