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Disclosery

Sowell Financial Services LLC: IEF position timeline

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

Sowell Financial Services LLC held 24,390 IEF 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 24,390 shares
    Change vs previous 13F +8,201 shares

    0.08% of the 13F portfolio, value $2,306,597.

    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 16,189 shares
    Change vs previous 13F +1,706 shares

    0.06% of the 13F portfolio, value $1,545,035.

    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 14,483 shares
    Change vs previous 13F +10,089 shares

    0.05% of the 13F portfolio, value $1,392,674.

    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 4,394 shares
    Change vs previous 13F -11,209 shares

    0.02% of the 13F portfolio, value $423,875.

    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 15,603 shares
    Change vs previous 13F -2,933 shares

    0.06% of the 13F portfolio, value $1,494,284.

    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 18,536 shares
    Change vs previous 13F +1,536 shares

    0.08% of the 13F portfolio, value $1,767,772.

    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 17,000 shares
    Change vs previous 13F -9,920 shares

    0.08% of the 13F portfolio, value $1,571,606.

    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 26,920 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,641,000.

    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).