Sowell Financial Services LLC: IDU position timeline

Sowell Financial Services LLC held 0 IDU shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -11,302 shares

   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).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 11,302 shares

   Change vs previous 13F -444 shares

   0.05% of the 13F portfolio, value $1,181,835.

   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).

3. period ended2025-03-31

   13F 11,746 shares

   Change vs previous 13F -90 shares

   0.05% of the 13F portfolio, value $1,191,260.

   13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 11,836 shares

   Change vs previous 13F -2,522 shares

   0.06% of the 13F portfolio, value $1,138,723.

   13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 14,358 shares

   Change vs previous 13F not available

   0.07% of the 13F portfolio, value $1,465,000.

   13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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