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Sowell Financial Services LLC: NBIS position timeline

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

Sowell Financial Services LLC held 12,372 NBIS 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 12,372 shares
    Change vs previous 13F -586 shares

    0.11% of the 13F portfolio, value $3,416,831.

    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 12,958 shares
    Change vs previous 13F +2,721 shares

    0.05% of the 13F portfolio, value $1,344,493.

    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 10,237 shares
    Change vs previous 13F +3,082 shares

    0.03% of the 13F portfolio, value $856,888.

    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 7,155 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $803,292.

    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).