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Disclosery

Sowell Financial Services LLC: IBHF position timeline

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

Sowell Financial Services LLC held 86,111 IBHF 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 86,111 shares
    Change vs previous 13F +9,567 shares

    0.06% of the 13F portfolio, value $1,950,417.

    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 76,544 shares
    Change vs previous 13F +23,647 shares

    0.06% of the 13F portfolio, value $1,756,674.

    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 52,897 shares
    Change vs previous 13F +38,195 shares

    0.04% of the 13F portfolio, value $1,220,855.

    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 14,702 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $343,885.

    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).