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Disclosery

Sowell Financial Services LLC: MSFT position timeline

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

Sowell Financial Services LLC held 151,909 MSFT 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 151,909 shares
    Change vs previous 13F +2,338 shares

    1.85% of the 13F portfolio, value $56,664,979.

    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 149,571 shares
    Change vs previous 13F +4,830 shares

    2.05% of the 13F portfolio, value $55,366,654.

    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 144,741 shares
    Change vs previous 13F +3,450 shares

    2.57% of the 13F portfolio, value $69,999,611.

    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 141,291 shares
    Change vs previous 13F -12,093 shares

    2.81% of the 13F portfolio, value $73,181,652.

    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 153,384 shares
    Change vs previous 13F -210 shares

    3.11% of the 13F portfolio, value $76,294,876.

    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 153,594 shares
    Change vs previous 13F -2,558 shares

    2.62% of the 13F portfolio, value $57,657,556.

    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 156,152 shares
    Change vs previous 13F +15,466 shares

    3.46% of the 13F portfolio, value $65,818,116.

    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 140,686 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $60,537,000.

    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).