Skip to content

Sowell Financial Services LLC: SIVR position timeline

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

Sowell Financial Services LLC held 41,539 SIVR 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 41,539 shares
    Change vs previous 13F +1,125 shares

    0.08% of the 13F portfolio, value $2,335,333.

    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 40,414 shares
    Change vs previous 13F -429 shares

    0.11% of the 13F portfolio, value $2,894,021.

    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 40,843 shares
    Change vs previous 13F -26,038 shares

    0.1% of the 13F portfolio, value $2,762,631.

    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 66,881 shares
    Change vs previous 13F -24,315 shares

    0.11% of the 13F portfolio, value $2,974,878.

    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 91,196 shares
    Change vs previous 13F -38,444 shares

    0.13% of the 13F portfolio, value $3,138,054.

    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 129,640 shares
    Change vs previous 13F +49,510 shares

    0.19% of the 13F portfolio, value $4,214,596.

    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 80,130 shares
    Change vs previous 13F -87,191 shares

    0.12% of the 13F portfolio, value $2,209,184.

    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 167,321 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $4,978,000.

    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).