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Disclosery

Sowell Financial Services LLC: IBDU position timeline

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

Sowell Financial Services LLC held 193,159 IBDU 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 193,159 shares
    Change vs previous 13F -78 shares

    0.15% of the 13F portfolio, value $4,473,571.

    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 193,237 shares
    Change vs previous 13F +6,043 shares

    0.17% of the 13F portfolio, value $4,494,691.

    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 187,194 shares
    Change vs previous 13F +12,895 shares

    0.16% of the 13F portfolio, value $4,381,281.

    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 174,299 shares
    Change vs previous 13F +15,368 shares

    0.16% of the 13F portfolio, value $4,090,804.

    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 158,931 shares
    Change vs previous 13F +6,676 shares

    0.15% of the 13F portfolio, value $3,707,860.

    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 152,255 shares
    Change vs previous 13F +6,603 shares

    0.16% of the 13F portfolio, value $3,521,647.

    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 145,652 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,320,875.

    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).