Skip to content
Disclosery

Sowell Financial Services LLC: PFXF position timeline

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

Sowell Financial Services LLC held 48,720 PFXF 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 48,720 shares
    Change vs previous 13F -276 shares

    0.03% of the 13F portfolio, value $869,171.

    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 48,996 shares
    Change vs previous 13F +3,254 shares

    0.03% of the 13F portfolio, value $859,382.

    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 45,742 shares
    Change vs previous 13F -325 shares

    0.03% of the 13F portfolio, value $807,799.

    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 46,067 shares
    Change vs previous 13F +112 shares

    0.03% of the 13F portfolio, value $818,613.

    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 45,955 shares
    Change vs previous 13F -575 shares

    0.03% of the 13F portfolio, value $786,746.

    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 46,530 shares
    Change vs previous 13F +3,070 shares

    0.04% of the 13F portfolio, value $779,848.

    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 43,460 shares
    Change vs previous 13F +21,415 shares

    0.04% of the 13F portfolio, value $749,678.

    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 22,045 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $403,000.

    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).