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Disclosery

Sowell Financial Services LLC: SGOL position timeline

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

Sowell Financial Services LLC held 72,897 SGOL 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 72,897 shares
    Change vs previous 13F +4,467 shares

    0.09% of the 13F portfolio, value $2,786,853.

    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 68,430 shares
    Change vs previous 13F +1,624 shares

    0.11% of the 13F portfolio, value $3,053,339.

    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 66,806 shares
    Change vs previous 13F -20,213 shares

    0.1% of the 13F portfolio, value $2,744,384.

    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 87,019 shares
    Change vs previous 13F +15,990 shares

    0.12% of the 13F portfolio, value $3,203,174.

    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 71,029 shares
    Change vs previous 13F +809 shares

    0.09% of the 13F portfolio, value $2,240,255.

    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 70,220 shares
    Change vs previous 13F -903 shares

    0.1% of the 13F portfolio, value $2,093,960.

    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 71,123 shares
    Change vs previous 13F -38,986 shares

    0.09% of the 13F portfolio, value $1,781,631.

    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 110,109 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,767,000.

    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).