Sowell Financial Services LLC: IEI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on IEI, newest first. How the timeline and the estimate are built.
Sowell Financial Services LLC held 15,383 IEI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 15,383 sharesChange vs previous 13F +282 shares
0.06% of the 13F portfolio, value $1,806,686.
13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,101 sharesChange vs previous 13F -146 shares
0.07% of the 13F portfolio, value $1,790,929.
13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,247 sharesChange vs previous 13F -1,458 shares
0.07% of the 13F portfolio, value $1,819,693.
13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 16,705 sharesChange vs previous 13F -1,609 shares
0.08% of the 13F portfolio, value $1,996,410.
13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,314 sharesChange vs previous 13F -12,823 shares
0.09% of the 13F portfolio, value $2,180,974.
13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 31,137 sharesChange vs previous 13F +1,140 shares
0.17% of the 13F portfolio, value $3,678,360.
13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 29,997 sharesChange vs previous 13F -9,120 shares
0.18% of the 13F portfolio, value $3,466,202.
13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 39,117 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $4,679,000.
13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).