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Disclosery

Sowell Financial Services LLC: IWM position timeline

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

Sowell Financial Services LLC held 34,238 IWM 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 34,238 shares
    Change vs previous 13F +1,090 shares

    0.34% of the 13F portfolio, value $10,286,697.

    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 33,148 shares
    Change vs previous 13F -1,168 shares

    0.3% of the 13F portfolio, value $8,220,825.

    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 34,316 shares
    Change vs previous 13F -4,293 shares

    0.31% of the 13F portfolio, value $8,447,162.

    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 38,609 shares
    Change vs previous 13F -5,332 shares

    0.36% of the 13F portfolio, value $9,341,903.

    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 43,941 shares
    Change vs previous 13F -198 shares

    0.39% of the 13F portfolio, value $9,482,104.

    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 44,139 shares
    Change vs previous 13F -1,420 shares

    0.4% of the 13F portfolio, value $8,805,250.

    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 45,559 shares
    Change vs previous 13F +6,748 shares

    0.53% of the 13F portfolio, value $10,066,726.

    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 38,811 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $8,573,000.

    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).