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Disclosery

Sowell Financial Services LLC: INCM position timeline

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

Sowell Financial Services LLC held 425,647 INCM 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 425,647 shares
    Change vs previous 13F +31,113 shares

    0.4% of the 13F portfolio, value $12,282,047.

    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 394,534 shares
    Change vs previous 13F -39,091 shares

    0.42% of the 13F portfolio, value $11,342,839.

    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 433,625 shares
    Change vs previous 13F -2,571 shares

    0.45% of the 13F portfolio, value $12,158,853.

    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 436,196 shares
    Change vs previous 13F +24,153 shares

    0.46% of the 13F portfolio, value $12,100,073.

    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 412,043 shares
    Change vs previous 13F +11,144 shares

    0.45% of the 13F portfolio, value $11,145,771.

    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 400,899 shares
    Change vs previous 13F +42,268 shares

    0.49% of the 13F portfolio, value $10,675,948.

    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 358,631 shares
    Change vs previous 13F +117,317 shares

    0.49% of the 13F portfolio, value $9,360,280.

    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 241,314 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $6,585,000.

    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).