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Sowell Financial Services LLC: SBSW position timeline

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

Sowell Financial Services LLC held 11,442 SBSW 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 11,442 shares
    Change vs previous 13F -7,763 shares

    <0.01% of the 13F portfolio, value $97,145.

    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 19,205 shares
    Change vs previous 13F +77 shares

    0.01% of the 13F portfolio, value $236,606.

    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 19,128 shares
    Change vs previous 13F -825 shares

    0.01% of the 13F portfolio, value $272,574.

    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 19,953 shares
    Change vs previous 13F -68,592 shares

    0.01% of the 13F portfolio, value $224,269.

    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 88,545 shares
    Change vs previous 13F -88,082 shares

    0.03% of the 13F portfolio, value $639,293.

    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 176,627 shares
    Change vs previous 13F -2,608 shares

    0.04% of the 13F portfolio, value $808,951.

    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 179,235 shares
    Change vs previous 13F +4,552 shares

    0.03% of the 13F portfolio, value $591,475.

    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 174,683 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $718,000.

    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).