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Disclosery

Sowell Financial Services LLC: IJR position timeline

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

Sowell Financial Services LLC held 49,770 IJR 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 49,770 shares
    Change vs previous 13F -2,034 shares

    0.24% of the 13F portfolio, value $7,381,389.

    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 51,804 shares
    Change vs previous 13F +1,152 shares

    0.24% of the 13F portfolio, value $6,439,752.

    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 50,652 shares
    Change vs previous 13F +456 shares

    0.22% of the 13F portfolio, value $6,087,339.

    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 50,196 shares
    Change vs previous 13F -858 shares

    0.23% of the 13F portfolio, value $5,964,793.

    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 51,054 shares
    Change vs previous 13F -7,742 shares

    0.23% of the 13F portfolio, value $5,579,645.

    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 58,796 shares
    Change vs previous 13F +1,155 shares

    0.28% of the 13F portfolio, value $6,148,347.

    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 57,641 shares
    Change vs previous 13F -19,598 shares

    0.35% of the 13F portfolio, value $6,641,390.

    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 77,239 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $9,034,000.

    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).