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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

  1. period ended2026-06-30
    13F 32,572 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 33,585 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 34,694 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,790 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 33,909 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 32,870 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,356 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,515 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).