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Disclosery

Sowell Financial Services LLC: JRI position timeline

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

Sowell Financial Services LLC held 30,730 JRI 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 30,730 shares
    Change vs previous 13F +223 shares

    0.01% of the 13F portfolio, value $398,266.

    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 30,507 shares
    Change vs previous 13F +140 shares

    0.01% of the 13F portfolio, value $375,239.

    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 30,367 shares
    Change vs previous 13F +258 shares

    0.02% of the 13F portfolio, value $413,296.

    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 30,109 shares
    Change vs previous 13F +193 shares

    0.02% of the 13F portfolio, value $429,057.

    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 29,916 shares
    Change vs previous 13F +195 shares

    0.02% of the 13F portfolio, value $403,859.

    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 29,721 shares
    Change vs previous 13F +128 shares

    0.02% of the 13F portfolio, value $384,588.

    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 29,593 shares
    Change vs previous 13F +242 shares

    0.02% of the 13F portfolio, value $358,965.

    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 29,351 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $405,000.

    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).