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Disclosery

Sowell Financial Services LLC: SHY position timeline

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

Sowell Financial Services LLC held 8,960 SHY 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 8,960 shares
    Change vs previous 13F +684 shares

    0.02% of the 13F portfolio, value $735,714.

    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 8,276 shares
    Change vs previous 13F -192 shares

    0.03% of the 13F portfolio, value $683,310.

    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 8,468 shares
    Change vs previous 13F +3,222 shares

    0.03% of the 13F portfolio, value $701,345.

    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 5,246 shares
    Change vs previous 13F -9,618 shares

    0.02% of the 13F portfolio, value $435,211.

    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 14,864 shares
    Change vs previous 13F +355 shares

    0.05% of the 13F portfolio, value $1,231,610.

    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 14,509 shares
    Change vs previous 13F -801 shares

    0.05% of the 13F portfolio, value $1,200,332.

    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 15,310 shares
    Change vs previous 13F +742 shares

    0.07% of the 13F portfolio, value $1,255,126.

    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 14,568 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,211,000.

    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).