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Disclosery

Sowell Financial Services LLC: IBDS position timeline

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

Sowell Financial Services LLC held 186,041 IBDS 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 186,041 shares
    Change vs previous 13F -16 shares

    0.15% of the 13F portfolio, value $4,505,923.

    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 186,057 shares
    Change vs previous 13F +2,904 shares

    0.17% of the 13F portfolio, value $4,510,023.

    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 183,153 shares
    Change vs previous 13F +6,791 shares

    0.16% of the 13F portfolio, value $4,446,965.

    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 176,362 shares
    Change vs previous 13F +10,927 shares

    0.16% of the 13F portfolio, value $4,292,647.

    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 165,435 shares
    Change vs previous 13F -1,489 shares

    0.16% of the 13F portfolio, value $4,015,101.

    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 166,924 shares
    Change vs previous 13F +9,572 shares

    0.18% of the 13F portfolio, value $4,036,227.

    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 157,352 shares
    Change vs previous 13F +40,584 shares

    0.2% of the 13F portfolio, value $3,770,156.

    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 116,768 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,846,000.

    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).