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Disclosery

Sowell Financial Services LLC: IWR position timeline

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

Sowell Financial Services LLC held 33,915 IWR 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 33,915 shares
    Change vs previous 13F +2,876 shares

    0.12% of the 13F portfolio, value $3,741,509.

    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 31,039 shares
    Change vs previous 13F -700 shares

    0.11% of the 13F portfolio, value $3,017,962.

    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 31,739 shares
    Change vs previous 13F +1,569 shares

    0.11% of the 13F portfolio, value $3,055,494.

    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 30,170 shares
    Change vs previous 13F +885 shares

    0.11% of the 13F portfolio, value $2,912,898.

    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 29,285 shares
    Change vs previous 13F -910 shares

    0.11% of the 13F portfolio, value $2,693,307.

    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 30,195 shares
    Change vs previous 13F -28 shares

    0.12% of the 13F portfolio, value $2,568,670.

    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 30,223 shares
    Change vs previous 13F +2,371 shares

    0.14% of the 13F portfolio, value $2,671,698.

    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 27,852 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,455,000.

    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).