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Disclosery

Sowell Financial Services LLC: LQD position timeline

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

Sowell Financial Services LLC held 39,338 LQD 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 39,338 shares
    Change vs previous 13F +1,680 shares

    0.14% of the 13F portfolio, value $4,290,559.

    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 37,658 shares
    Change vs previous 13F +1,076 shares

    0.15% of the 13F portfolio, value $4,104,321.

    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 36,582 shares
    Change vs previous 13F +1,064 shares

    0.15% of the 13F portfolio, value $4,031,003.

    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 35,518 shares
    Change vs previous 13F +740 shares

    0.15% of the 13F portfolio, value $3,959,202.

    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 34,778 shares
    Change vs previous 13F +123 shares

    0.16% of the 13F portfolio, value $3,812,065.

    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 34,655 shares
    Change vs previous 13F +617 shares

    0.17% of the 13F portfolio, value $3,766,637.

    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 34,038 shares
    Change vs previous 13F -2,178 shares

    0.19% of the 13F portfolio, value $3,636,582.

    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 36,216 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,092,000.

    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).