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Disclosery

Sowell Financial Services LLC: JAAA position timeline

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

Sowell Financial Services LLC held 622,822 JAAA 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 622,822 shares
    Change vs previous 13F -96,944 shares

    1.03% of the 13F portfolio, value $31,446,271.

    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 719,766 shares
    Change vs previous 13F +23,433 shares

    1.34% of the 13F portfolio, value $36,254,635.

    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 696,333 shares
    Change vs previous 13F +32,156 shares

    1.29% of the 13F portfolio, value $35,220,543.

    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 664,177 shares
    Change vs previous 13F +23,656 shares

    1.29% of the 13F portfolio, value $33,726,926.

    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 640,521 shares
    Change vs previous 13F +52,745 shares

    1.32% of the 13F portfolio, value $32,506,439.

    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 587,776 shares
    Change vs previous 13F +67,380 shares

    1.36% of the 13F portfolio, value $29,806,121.

    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 520,396 shares
    Change vs previous 13F +498,082 shares

    1.39% of the 13F portfolio, value $26,389,300.

    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 22,314 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,135,000.

    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).