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Disclosery

Sowell Financial Services LLC: IBIT position timeline

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

Sowell Financial Services LLC held 33,613 IBIT 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 33,613 shares
    Change vs previous 13F +12,253 shares

    0.04% of the 13F portfolio, value $1,118,984.

    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 21,360 shares
    Change vs previous 13F +3,057 shares

    0.03% of the 13F portfolio, value $820,658.

    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 18,303 shares
    Change vs previous 13F +1,395 shares

    0.03% of the 13F portfolio, value $908,738.

    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 16,908 shares
    Change vs previous 13F +6,060 shares

    0.04% of the 13F portfolio, value $1,099,042.

    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 10,848 shares
    Change vs previous 13F +468 shares

    0.03% of the 13F portfolio, value $664,027.

    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 10,380 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $485,904.

    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).