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Disclosery

Sowell Financial Services LLC: IWD position timeline

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

Sowell Financial Services LLC held 38,915 IWD 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 38,915 shares
    Change vs previous 13F +6,320 shares

    0.31% of the 13F portfolio, value $9,434,167.

    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 32,595 shares
    Change vs previous 13F -2,987 shares

    0.26% of the 13F portfolio, value $6,964,588.

    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 35,582 shares
    Change vs previous 13F +2,212 shares

    0.27% of the 13F portfolio, value $7,484,305.

    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 33,370 shares
    Change vs previous 13F +1,313 shares

    0.26% of the 13F portfolio, value $6,793,859.

    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 32,057 shares
    Change vs previous 13F +453 shares

    0.25% of the 13F portfolio, value $6,226,339.

    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 31,604 shares
    Change vs previous 13F -7,244 shares

    0.27% of the 13F portfolio, value $5,946,526.

    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 38,848 shares
    Change vs previous 13F +7,458 shares

    0.38% of the 13F portfolio, value $7,191,964.

    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 31,390 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $5,958,000.

    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).