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Disclosery

Sowell Financial Services LLC: SHYD position timeline

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

Sowell Financial Services LLC held 9,393 SHYD 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 9,393 shares
    Change vs previous 13F -27,767 shares

    0.01% of the 13F portfolio, value $215,092.

    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 37,160 shares
    Change vs previous 13F -10,671 shares

    0.03% of the 13F portfolio, value $842,041.

    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 47,831 shares
    Change vs previous 13F +369 shares

    0.04% of the 13F portfolio, value $1,095,801.

    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 47,462 shares
    Change vs previous 13F +2,309 shares

    0.04% of the 13F portfolio, value $1,086,890.

    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 45,153 shares
    Change vs previous 13F +1,892 shares

    0.04% of the 13F portfolio, value $1,019,979.

    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 43,261 shares
    Change vs previous 13F +609 shares

    0.04% of the 13F portfolio, value $972,946.

    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 42,652 shares
    Change vs previous 13F -12,616 shares

    0.05% of the 13F portfolio, value $958,825.

    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 55,268 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,256,000.

    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).