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Disclosery

Sowell Financial Services LLC: SGOV position timeline

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

Sowell Financial Services LLC held 139,081 SGOV 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 139,081 shares
    Change vs previous 13F +6,666 shares

    0.46% of the 13F portfolio, value $14,001,267.

    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 132,415 shares
    Change vs previous 13F -21,319 shares

    0.49% of the 13F portfolio, value $13,328,934.

    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 153,734 shares
    Change vs previous 13F -19,512 shares

    0.57% of the 13F portfolio, value $15,431,814.

    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 173,246 shares
    Change vs previous 13F +6,854 shares

    0.67% of the 13F portfolio, value $17,445,846.

    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 166,392 shares
    Change vs previous 13F +12,153 shares

    0.68% of the 13F portfolio, value $16,754,041.

    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 154,239 shares
    Change vs previous 13F +16,075 shares

    0.71% of the 13F portfolio, value $15,527,245.

    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 138,164 shares
    Change vs previous 13F +48,221 shares

    0.73% of the 13F portfolio, value $13,860,612.

    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 89,943 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $9,059,000.

    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).