Sowell Financial Services LLC: MA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on MA, newest first. How the timeline and the estimate are built.
Sowell Financial Services LLC held 32,572 MA shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 32,572 sharesChange vs previous 13F -1,013 shares
0.55% of the 13F portfolio, value $16,728,846.
13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 33,585 sharesChange vs previous 13F -1,109 shares
0.62% of the 13F portfolio, value $16,780,885.
13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 34,694 sharesChange vs previous 13F -96 shares
0.73% of the 13F portfolio, value $19,806,374.
13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 34,790 sharesChange vs previous 13F +881 shares
0.76% of the 13F portfolio, value $19,789,156.
13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 33,909 sharesChange vs previous 13F +1,039 shares
0.78% of the 13F portfolio, value $19,055,081.
13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 32,870 sharesChange vs previous 13F -1,486 shares
0.82% of the 13F portfolio, value $18,016,493.
13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 34,356 sharesChange vs previous 13F +18,841 shares
0.95% of the 13F portfolio, value $18,091,015.
13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 15,515 sharesChange vs previous 13F not available
0.36% of the 13F portfolio, value $7,661,000.
13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).