Sowell Financial Services LLC: IBDV position timeline

Sowell Financial Services LLC held 119,616 IBDV 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 119,616 shares

   Change vs previous 13F +4,546 shares

   0.09% of the 13F portfolio, value $2,607,622.

   13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 115,070 shares

   Change vs previous 13F +31,645 shares

   0.09% of the 13F portfolio, value $2,518,877.

   13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 83,425 shares

   Change vs previous 13F +56,006 shares

   0.07% of the 13F portfolio, value $1,841,192.

   13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 27,419 shares

   Change vs previous 13F +7,220 shares

   0.02% of the 13F portfolio, value $607,331.

   13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 20,199 shares

   Change vs previous 13F not available

   0.02% of the 13F portfolio, value $443,974.

   13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).