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Disclosery

Sowell Financial Services LLC: IBKR position timeline

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

Sowell Financial Services LLC held 26,868 IBKR 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 26,868 shares
    Change vs previous 13F +1,215 shares

    0.08% of the 13F portfolio, value $2,338,598.

    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 25,653 shares
    Change vs previous 13F +760 shares

    0.06% of the 13F portfolio, value $1,720,549.

    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 24,893 shares
    Change vs previous 13F +2,118 shares

    0.06% of the 13F portfolio, value $1,600,889.

    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 22,775 shares
    Change vs previous 13F -17,716 shares

    0.06% of the 13F portfolio, value $1,567,164.

    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 40,491 shares
    Change vs previous 13F +30,181 shares

    0.09% of the 13F portfolio, value $2,243,605.

    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 10,310 shares
    Change vs previous 13F -2,233 shares

    0.08% of the 13F portfolio, value $1,707,278.

    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 12,543 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,215,994.

    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).