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Disclosery

Sowell Financial Services LLC: IWF position timeline

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

Sowell Financial Services LLC held 107,490 IWF 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 107,490 shares
    Change vs previous 13F +84,176 shares

    0.44% of the 13F portfolio, value $13,346,977.

    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 23,314 shares
    Change vs previous 13F -6,750 shares

    0.37% of the 13F portfolio, value $9,941,073.

    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 30,064 shares
    Change vs previous 13F +1,865 shares

    0.52% of the 13F portfolio, value $14,229,083.

    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 28,199 shares
    Change vs previous 13F +858 shares

    0.51% of the 13F portfolio, value $13,208,844.

    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 27,341 shares
    Change vs previous 13F +122 shares

    0.47% of the 13F portfolio, value $11,608,287.

    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 27,219 shares
    Change vs previous 13F -38,767 shares

    0.45% of the 13F portfolio, value $9,828,445.

    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 65,986 shares
    Change vs previous 13F +1,893 shares

    1.39% of the 13F portfolio, value $26,498,534.

    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 64,093 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $24,059,000.

    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).