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Disclosery

Sowell Financial Services LLC: O position timeline

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

Sowell Financial Services LLC held 68,290 O 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 68,290 shares
    Change vs previous 13F +23,727 shares

    0.14% of the 13F portfolio, value $4,231,222.

    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 44,563 shares
    Change vs previous 13F +1,055 shares

    0.1% of the 13F portfolio, value $2,726,336.

    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 43,508 shares
    Change vs previous 13F +1,735 shares

    0.09% of the 13F portfolio, value $2,452,552.

    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 41,773 shares
    Change vs previous 13F +9,665 shares

    0.1% of the 13F portfolio, value $2,539,396.

    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 32,108 shares
    Change vs previous 13F +783 shares

    0.08% of the 13F portfolio, value $1,849,734.

    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 31,325 shares
    Change vs previous 13F -5,928 shares

    0.08% of the 13F portfolio, value $1,817,187.

    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 37,253 shares
    Change vs previous 13F +16,555 shares

    0.1% of the 13F portfolio, value $1,989,692.

    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 20,698 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,313,000.

    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).