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Disclosery

Sowell Financial Services LLC: RWJ position timeline

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

Sowell Financial Services LLC held 14,635 RWJ 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 14,635 shares
    Change vs previous 13F +999 shares

    0.03% of the 13F portfolio, value $870,812.

    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 13,636 shares
    Change vs previous 13F -412 shares

    0.03% of the 13F portfolio, value $688,342.

    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 14,048 shares
    Change vs previous 13F +1 shares

    0.03% of the 13F portfolio, value $684,436.

    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 14,047 shares
    Change vs previous 13F -3,946 shares

    0.03% of the 13F portfolio, value $678,466.

    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 17,993 shares
    Change vs previous 13F +71 shares

    0.03% of the 13F portfolio, value $778,933.

    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 17,922 shares
    Change vs previous 13F +3,876 shares

    0.03% of the 13F portfolio, value $729,407.

    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 14,046 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $642,740.

    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).