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Sowell Financial Services LLC: PPA position timeline

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

Sowell Financial Services LLC held 33,232 PPA 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 33,232 shares
    Change vs previous 13F +2,096 shares

    0.19% of the 13F portfolio, value $5,870,466.

    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 31,136 shares
    Change vs previous 13F +848 shares

    0.19% of the 13F portfolio, value $5,159,157.

    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 30,288 shares
    Change vs previous 13F +5,138 shares

    0.17% of the 13F portfolio, value $4,744,010.

    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 25,150 shares
    Change vs previous 13F +15,006 shares

    0.15% of the 13F portfolio, value $3,909,568.

    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 10,144 shares
    Change vs previous 13F -694 shares

    0.06% of the 13F portfolio, value $1,437,269.

    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 10,838 shares
    Change vs previous 13F +166 shares

    0.06% of the 13F portfolio, value $1,263,126.

    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 10,672 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,224,370.

    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).