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Disclosery

Sowell Financial Services LLC: HYG position timeline

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

Sowell Financial Services LLC held 26,481 HYG 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 26,481 shares
    Change vs previous 13F -2,290 shares

    0.07% of the 13F portfolio, value $2,117,692.

    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 28,771 shares
    Change vs previous 13F +352 shares

    0.08% of the 13F portfolio, value $2,289,031.

    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 28,419 shares
    Change vs previous 13F +1,293 shares

    0.08% of the 13F portfolio, value $2,291,452.

    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 27,126 shares
    Change vs previous 13F -7 shares

    0.08% of the 13F portfolio, value $2,202,362.

    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 27,133 shares
    Change vs previous 13F +3,319 shares

    0.09% of the 13F portfolio, value $2,188,260.

    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 23,814 shares
    Change vs previous 13F +1,131 shares

    0.09% of the 13F portfolio, value $1,878,709.

    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 22,683 shares
    Change vs previous 13F +2,077 shares

    0.09% of the 13F portfolio, value $1,784,049.

    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 20,606 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,655,000.

    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).