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Disclosery

Sowell Financial Services LLC: HSBC position timeline

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

Sowell Financial Services LLC held 32,650 HSBC 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 32,650 shares
    Change vs previous 13F +1,392 shares

    0.1% of the 13F portfolio, value $3,104,713.

    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 31,258 shares
    Change vs previous 13F -351 shares

    0.1% of the 13F portfolio, value $2,578,464.

    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 31,609 shares
    Change vs previous 13F +4,899 shares

    0.09% of the 13F portfolio, value $2,486,655.

    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 26,710 shares
    Change vs previous 13F -10,521 shares

    0.07% of the 13F portfolio, value $1,895,879.

    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 37,231 shares
    Change vs previous 13F +782 shares

    0.09% of the 13F portfolio, value $2,263,252.

    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 36,449 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,093,273.

    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).