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Disclosery

Sowell Financial Services LLC: IJT position timeline

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

Sowell Financial Services LLC held 39,094 IJT 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 39,094 shares
    Change vs previous 13F +834 shares

    0.23% of the 13F portfolio, value $6,982,228.

    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 38,260 shares
    Change vs previous 13F -1 shares

    0.2% of the 13F portfolio, value $5,536,554.

    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 38,261 shares
    Change vs previous 13F +6,739 shares

    0.2% of the 13F portfolio, value $5,400,909.

    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 31,522 shares
    Change vs previous 13F +325 shares

    0.17% of the 13F portfolio, value $4,460,340.

    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 31,197 shares
    Change vs previous 13F +1,219 shares

    0.17% of the 13F portfolio, value $4,150,384.

    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 29,978 shares
    Change vs previous 13F +1,789 shares

    0.17% of the 13F portfolio, value $3,732,301.

    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 28,189 shares
    Change vs previous 13F +16,843 shares

    0.2% of the 13F portfolio, value $3,815,986.

    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 11,346 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,583,000.

    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).