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Disclosery

Sowell Financial Services LLC: IWS position timeline

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

Sowell Financial Services LLC held 47,350 IWS 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 47,350 shares
    Change vs previous 13F -3,166 shares

    0.25% of the 13F portfolio, value $7,793,753.

    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 50,516 shares
    Change vs previous 13F +42,440 shares

    0.27% of the 13F portfolio, value $7,362,258.

    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 8,076 shares
    Change vs previous 13F +225 shares

    0.04% of the 13F portfolio, value $1,139,166.

    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 7,851 shares
    Change vs previous 13F -306 shares

    0.04% of the 13F portfolio, value $1,096,503.

    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 8,157 shares
    Change vs previous 13F +4,006 shares

    0.04% of the 13F portfolio, value $1,077,821.

    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 4,151 shares
    Change vs previous 13F -43,593 shares

    0.02% of the 13F portfolio, value $522,889.

    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 47,744 shares
    Change vs previous 13F +2,990 shares

    0.32% of the 13F portfolio, value $6,175,150.

    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 44,754 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $5,919,000.

    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).