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Disclosery

Sowell Financial Services LLC: SLV position timeline

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

Sowell Financial Services LLC held 77,748 SLV 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 77,748 shares
    Change vs previous 13F -70,208 shares

    0.14% of the 13F portfolio, value $4,157,166.

    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 147,956 shares
    Change vs previous 13F -88,398 shares

    0.37% of the 13F portfolio, value $10,081,740.

    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 236,354 shares
    Change vs previous 13F -17,176 shares

    0.56% of the 13F portfolio, value $15,225,895.

    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 253,530 shares
    Change vs previous 13F +81,802 shares

    0.41% of the 13F portfolio, value $10,742,080.

    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 171,728 shares
    Change vs previous 13F +84,926 shares

    0.23% of the 13F portfolio, value $5,634,407.

    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 86,802 shares
    Change vs previous 13F -10,888 shares

    0.12% of the 13F portfolio, value $2,690,004.

    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 97,690 shares
    Change vs previous 13F +25,113 shares

    0.14% of the 13F portfolio, value $2,572,189.

    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 72,577 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,062,000.

    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).