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Disclosery

Sowell Financial Services LLC: SHOP position timeline

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

Sowell Financial Services LLC held 11,424 SHOP 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 11,424 shares
    Change vs previous 13F -1,571 shares

    0.04% of the 13F portfolio, value $1,304,360.

    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 12,995 shares
    Change vs previous 13F -3,174 shares

    0.06% of the 13F portfolio, value $1,541,434.

    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 16,169 shares
    Change vs previous 13F -617 shares

    0.1% of the 13F portfolio, value $2,602,705.

    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 16,786 shares
    Change vs previous 13F +2,821 shares

    0.1% of the 13F portfolio, value $2,494,550.

    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 13,965 shares
    Change vs previous 13F -2,352 shares

    0.07% of the 13F portfolio, value $1,610,849.

    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 16,317 shares
    Change vs previous 13F -8,481 shares

    0.07% of the 13F portfolio, value $1,557,936.

    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 24,798 shares
    Change vs previous 13F +622 shares

    0.14% of the 13F portfolio, value $2,636,759.

    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 24,176 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,937,000.

    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).