Skip to content
Disclosery

Sowell Financial Services LLC: IBM position timeline

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

Sowell Financial Services LLC held 39,076 IBM 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 39,076 shares
    Change vs previous 13F +1,639 shares

    0.36% of the 13F portfolio, value $10,988,479.

    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 37,437 shares
    Change vs previous 13F +850 shares

    0.34% of the 13F portfolio, value $9,074,348.

    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 36,587 shares
    Change vs previous 13F +1,355 shares

    0.4% of the 13F portfolio, value $10,837,551.

    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 35,232 shares
    Change vs previous 13F -4,934 shares

    0.38% of the 13F portfolio, value $9,941,129.

    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 40,166 shares
    Change vs previous 13F -419 shares

    0.48% of the 13F portfolio, value $11,840,042.

    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 40,585 shares
    Change vs previous 13F +8,859 shares

    0.46% of the 13F portfolio, value $10,091,944.

    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 31,726 shares
    Change vs previous 13F +641 shares

    0.37% of the 13F portfolio, value $6,974,313.

    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).

  8. period ended2024-09-30
    13F 31,085 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,872,000.

    13F-HR 0001633697-24-000005 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).