Skip to content
Disclosery

Sowell Financial Services LLC: HL position timeline

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

Sowell Financial Services LLC held 12,068 HL 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 12,068 shares
    Change vs previous 13F +479 shares

    0.01% of the 13F portfolio, value $186,210.

    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 11,589 shares
    Change vs previous 13F -296 shares

    0.01% of the 13F portfolio, value $215,897.

    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 11,885 shares
    Change vs previous 13F +18 shares

    0.01% of the 13F portfolio, value $228,064.

    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 11,867 shares
    Change vs previous 13F +34 shares

    0.01% of the 13F portfolio, value $143,593.

    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 11,833 shares
    Change vs previous 13F +11 shares

    <0.01% of the 13F portfolio, value $70,877.

    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 11,822 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $65,729.

    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).