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Disclosery

Sowell Financial Services LLC: PM position timeline

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

Sowell Financial Services LLC held 43,246 PM 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 43,246 shares
    Change vs previous 13F -1,035 shares

    0.26% of the 13F portfolio, value $7,823,616.

    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 44,281 shares
    Change vs previous 13F -338 shares

    0.27% of the 13F portfolio, value $7,321,393.

    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 44,619 shares
    Change vs previous 13F -132 shares

    0.26% of the 13F portfolio, value $7,156,863.

    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 44,751 shares
    Change vs previous 13F -2,006 shares

    0.28% of the 13F portfolio, value $7,258,686.

    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 46,757 shares
    Change vs previous 13F -2,378 shares

    0.35% of the 13F portfolio, value $8,515,898.

    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 49,135 shares
    Change vs previous 13F +3,551 shares

    0.35% of the 13F portfolio, value $7,799,266.

    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 45,584 shares
    Change vs previous 13F +4,280 shares

    0.29% of the 13F portfolio, value $5,485,984.

    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 41,304 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,070,000.

    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).