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Disclosery

Sowell Financial Services LLC: SBUX position timeline

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

Sowell Financial Services LLC held 86,446 SBUX 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 86,446 shares
    Change vs previous 13F -1,407 shares

    0.29% of the 13F portfolio, value $8,833,944.

    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 87,853 shares
    Change vs previous 13F -2,856 shares

    0.29% of the 13F portfolio, value $7,870,729.

    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 90,709 shares
    Change vs previous 13F -2,783 shares

    0.28% of the 13F portfolio, value $7,638,591.

    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 93,492 shares
    Change vs previous 13F +2,756 shares

    0.3% of the 13F portfolio, value $7,909,445.

    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 90,736 shares
    Change vs previous 13F +1,640 shares

    0.34% of the 13F portfolio, value $8,314,099.

    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 89,096 shares
    Change vs previous 13F -2,833 shares

    0.4% of the 13F portfolio, value $8,739,420.

    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 91,929 shares
    Change vs previous 13F -1,262 shares

    0.44% of the 13F portfolio, value $8,388,505.

    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 93,191 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $9,085,000.

    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).