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Disclosery

Sowell Financial Services LLC: IGSB position timeline

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

Sowell Financial Services LLC held 54,994 IGSB 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 54,994 shares
    Change vs previous 13F +7,298 shares

    0.09% of the 13F portfolio, value $2,882,251.

    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 47,696 shares
    Change vs previous 13F +3,648 shares

    0.09% of the 13F portfolio, value $2,506,889.

    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 44,048 shares
    Change vs previous 13F +5,694 shares

    0.09% of the 13F portfolio, value $2,329,264.

    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 38,354 shares
    Change vs previous 13F +215 shares

    0.08% of the 13F portfolio, value $2,033,902.

    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 38,139 shares
    Change vs previous 13F -614 shares

    0.08% of the 13F portfolio, value $2,012,212.

    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 38,753 shares
    Change vs previous 13F -328 shares

    0.09% of the 13F portfolio, value $2,029,512.

    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 39,081 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,020,510.

    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).