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Sowell Financial Services LLC: SCZ position timeline

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

Sowell Financial Services LLC held 34,519 SCZ 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 34,519 shares
    Change vs previous 13F +1,994 shares

    0.09% of the 13F portfolio, value $2,839,864.

    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 32,525 shares
    Change vs previous 13F +249 shares

    0.09% of the 13F portfolio, value $2,550,276.

    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 32,276 shares
    Change vs previous 13F +1,520 shares

    0.09% of the 13F portfolio, value $2,502,374.

    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 30,756 shares
    Change vs previous 13F +1,068 shares

    0.09% of the 13F portfolio, value $2,359,605.

    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 29,688 shares
    Change vs previous 13F +1,505 shares

    0.09% of the 13F portfolio, value $2,157,758.

    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 28,183 shares
    Change vs previous 13F +1,930 shares

    0.08% of the 13F portfolio, value $1,790,494.

    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 26,253 shares
    Change vs previous 13F +6,859 shares

    0.08% of the 13F portfolio, value $1,594,897.

    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 19,394 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,313,000.

    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).