Sowell Financial Services LLC: PNW position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on PNW, newest first. How the timeline and the estimate are built.
Sowell Financial Services LLC held 7,785 PNW shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 7,785 sharesChange vs previous 13F -1,513 shares
0.03% of the 13F portfolio, value $832,960.
13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 9,298 sharesChange vs previous 13F -1,402 shares
0.03% of the 13F portfolio, value $936,798.
13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,700 sharesChange vs previous 13F -883 shares
0.03% of the 13F portfolio, value $949,115.
13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,583 sharesChange vs previous 13F +215 shares
0.04% of the 13F portfolio, value $1,038,558.
13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,368 sharesChange vs previous 13F +43 shares
0.04% of the 13F portfolio, value $1,017,120.
13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,325 sharesChange vs previous 13F -458 shares
0.05% of the 13F portfolio, value $1,078,671.
13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,783 sharesChange vs previous 13F +1,200 shares
0.05% of the 13F portfolio, value $998,861.
13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 10,583 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $938,000.
13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).