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Disclosery

Sowell Financial Services LLC: PCEF position timeline

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

Sowell Financial Services LLC held 27,290 PCEF 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 27,290 shares
    Change vs previous 13F -1,522 shares

    0.02% of the 13F portfolio, value $554,255.

    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 28,812 shares
    Change vs previous 13F +88 shares

    0.02% of the 13F portfolio, value $542,234.

    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 28,724 shares
    Change vs previous 13F +87 shares

    0.02% of the 13F portfolio, value $571,033.

    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 28,637 shares
    Change vs previous 13F +3 shares

    0.02% of the 13F portfolio, value $571,883.

    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 28,634 shares
    Change vs previous 13F +131 shares

    0.02% of the 13F portfolio, value $559,505.

    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 28,503 shares
    Change vs previous 13F -478 shares

    0.02% of the 13F portfolio, value $537,283.

    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 28,981 shares
    Change vs previous 13F +1,835 shares

    0.03% of the 13F portfolio, value $555,285.

    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 27,146 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $535,000.

    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).