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Disclosery

Sowell Financial Services LLC: SHLD position timeline

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

Sowell Financial Services LLC held 9,110 SHLD 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 9,110 shares
    Change vs previous 13F -24 shares

    0.02% of the 13F portfolio, value $543,978.

    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 9,134 shares
    Change vs previous 13F +1,713 shares

    0.02% of the 13F portfolio, value $647,077.

    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 7,421 shares
    Change vs previous 13F +1,184 shares

    0.02% of the 13F portfolio, value $480,813.

    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 6,237 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $438,094.

    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).