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Disclosery

Sowell Financial Services LLC: PAAS position timeline

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

Sowell Financial Services LLC held 29,511 PAAS 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 29,511 shares
    Change vs previous 13F -438 shares

    0.04% of the 13F portfolio, value $1,321,776.

    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 29,949 shares
    Change vs previous 13F +165 shares

    0.06% of the 13F portfolio, value $1,636,123.

    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 29,784 shares
    Change vs previous 13F -1,807 shares

    0.06% of the 13F portfolio, value $1,543,111.

    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 31,591 shares
    Change vs previous 13F +90 shares

    0.05% of the 13F portfolio, value $1,223,525.

    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 31,501 shares
    Change vs previous 13F +1,101 shares

    0.04% of the 13F portfolio, value $894,641.

    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 30,400 shares
    Change vs previous 13F +355 shares

    0.04% of the 13F portfolio, value $785,240.

    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 30,045 shares
    Change vs previous 13F -906 shares

    0.03% of the 13F portfolio, value $607,507.

    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 30,951 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $646,000.

    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).