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Disclosery

Sowell Financial Services LLC: IBDT position timeline

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

Sowell Financial Services LLC held 182,120 IBDT 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 182,120 shares
    Change vs previous 13F +675 shares

    0.15% of the 13F portfolio, value $4,598,539.

    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 181,445 shares
    Change vs previous 13F +6,790 shares

    0.17% of the 13F portfolio, value $4,596,001.

    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 174,655 shares
    Change vs previous 13F +12,800 shares

    0.16% of the 13F portfolio, value $4,445,842.

    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 161,855 shares
    Change vs previous 13F +15,530 shares

    0.16% of the 13F portfolio, value $4,130,530.

    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 146,325 shares
    Change vs previous 13F -20 shares

    0.15% of the 13F portfolio, value $3,719,573.

    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 146,345 shares
    Change vs previous 13F +8,485 shares

    0.17% of the 13F portfolio, value $3,696,680.

    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 137,860 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,432,724.

    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).