Skip to content
Disclosery

Sowell Financial Services LLC: PEP position timeline

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

Sowell Financial Services LLC held 39,691 PEP 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 39,691 shares
    Change vs previous 13F -2,156 shares

    0.18% of the 13F portfolio, value $5,374,098.

    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 41,847 shares
    Change vs previous 13F +703 shares

    0.24% of the 13F portfolio, value $6,498,442.

    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 41,144 shares
    Change vs previous 13F +2,154 shares

    0.22% of the 13F portfolio, value $5,905,039.

    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 38,990 shares
    Change vs previous 13F +3,549 shares

    0.21% of the 13F portfolio, value $5,475,807.

    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 35,441 shares
    Change vs previous 13F +2,506 shares

    0.19% of the 13F portfolio, value $4,679,672.

    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 32,935 shares
    Change vs previous 13F +917 shares

    0.22% of the 13F portfolio, value $4,938,301.

    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 32,018 shares
    Change vs previous 13F +2,629 shares

    0.26% of the 13F portfolio, value $4,868,590.

    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 29,389 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,998,000.

    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).