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Sowell Financial Services LLC: KRE position timeline

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

Sowell Financial Services LLC held 37,940 KRE 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 37,940 shares
    Change vs previous 13F +32,028 shares

    0.09% of the 13F portfolio, value $2,839,790.

    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 5,912 shares
    Change vs previous 13F -24,631 shares

    0.01% of the 13F portfolio, value $385,135.

    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 30,543 shares
    Change vs previous 13F -19,099 shares

    0.07% of the 13F portfolio, value $1,979,486.

    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 49,642 shares
    Change vs previous 13F +1,355 shares

    0.12% of the 13F portfolio, value $3,142,307.

    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 48,287 shares
    Change vs previous 13F +2,657 shares

    0.12% of the 13F portfolio, value $2,867,742.

    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 45,630 shares
    Change vs previous 13F -5,040 shares

    0.12% of the 13F portfolio, value $2,594,054.

    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 50,670 shares
    Change vs previous 13F -312 shares

    0.16% of the 13F portfolio, value $3,057,938.

    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 50,982 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,886,000.

    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).