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Disclosery

Sowell Financial Services LLC: IYR position timeline

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

Sowell Financial Services LLC held 19,806 IYR 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 19,806 shares
    Change vs previous 13F +293 shares

    0.07% of the 13F portfolio, value $2,025,202.

    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 19,513 shares
    Change vs previous 13F +810 shares

    0.07% of the 13F portfolio, value $1,845,159.

    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 18,703 shares
    Change vs previous 13F +261 shares

    0.06% of the 13F portfolio, value $1,755,990.

    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 18,442 shares
    Change vs previous 13F -148 shares

    0.07% of the 13F portfolio, value $1,790,387.

    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 18,590 shares
    Change vs previous 13F +271 shares

    0.07% of the 13F portfolio, value $1,761,778.

    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 18,319 shares
    Change vs previous 13F +328 shares

    0.08% of the 13F portfolio, value $1,754,033.

    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 17,991 shares
    Change vs previous 13F +3,224 shares

    0.09% of the 13F portfolio, value $1,674,279.

    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 14,767 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,504,000.

    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).