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Disclosery

Sowell Financial Services LLC: IBDR position timeline

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

Sowell Financial Services LLC held 209,385 IBDR 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 209,385 shares
    Change vs previous 13F -2,444 shares

    0.17% of the 13F portfolio, value $5,073,405.

    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 211,829 shares
    Change vs previous 13F +6,638 shares

    0.19% of the 13F portfolio, value $5,134,741.

    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 205,191 shares
    Change vs previous 13F +13,413 shares

    0.18% of the 13F portfolio, value $4,971,767.

    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 191,778 shares
    Change vs previous 13F +8,885 shares

    0.18% of the 13F portfolio, value $4,660,208.

    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 182,893 shares
    Change vs previous 13F -2,820 shares

    0.18% of the 13F portfolio, value $4,435,146.

    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 185,713 shares
    Change vs previous 13F +3,792 shares

    0.2% of the 13F portfolio, value $4,496,103.

    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 181,921 shares
    Change vs previous 13F +41,835 shares

    0.23% of the 13F portfolio, value $4,378,841.

    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 140,086 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,404,000.

    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).