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Disclosery

Sowell Financial Services LLC: MO position timeline

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

Sowell Financial Services LLC held 97,813 MO 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 97,813 shares
    Change vs previous 13F -246 shares

    0.23% of the 13F portfolio, value $7,037,625.

    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 98,059 shares
    Change vs previous 13F -1,946 shares

    0.24% of the 13F portfolio, value $6,470,925.

    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 100,005 shares
    Change vs previous 13F +544 shares

    0.21% of the 13F portfolio, value $5,766,298.

    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 99,461 shares
    Change vs previous 13F -863 shares

    0.25% of the 13F portfolio, value $6,570,406.

    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 100,324 shares
    Change vs previous 13F +384 shares

    0.24% of the 13F portfolio, value $5,882,001.

    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 99,940 shares
    Change vs previous 13F +1,746 shares

    0.27% of the 13F portfolio, value $5,998,377.

    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 98,194 shares
    Change vs previous 13F +1,441 shares

    0.27% of the 13F portfolio, value $5,134,543.

    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 96,753 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $5,038,000.

    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).