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Disclosery

Sowell Financial Services LLC: IHDG position timeline

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

Sowell Financial Services LLC held 31,491 IHDG 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 31,491 shares
    Change vs previous 13F -3 shares

    0.05% of the 13F portfolio, value $1,649,511.

    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 31,494 shares
    Change vs previous 13F +4,532 shares

    0.06% of the 13F portfolio, value $1,516,431.

    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 26,962 shares
    Change vs previous 13F +3,840 shares

    0.05% of the 13F portfolio, value $1,311,981.

    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 23,122 shares
    Change vs previous 13F +4,504 shares

    0.04% of the 13F portfolio, value $1,065,484.

    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 18,618 shares
    Change vs previous 13F +2,203 shares

    0.03% of the 13F portfolio, value $838,735.

    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 16,415 shares
    Change vs previous 13F +5,006 shares

    0.03% of the 13F portfolio, value $712,425.

    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 11,409 shares
    Change vs previous 13F -65,814 shares

    0.03% of the 13F portfolio, value $495,939.

    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 77,223 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $3,529,000.

    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).