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Disclosery

Sowell Financial Services LLC: SMCI position timeline

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

Sowell Financial Services LLC held 15,190 SMCI 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 15,190 shares
    Change vs previous 13F +1,817 shares

    0.01% of the 13F portfolio, value $445,520.

    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 13,373 shares
    Change vs previous 13F +246 shares

    0.01% of the 13F portfolio, value $304,501.

    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 13,127 shares
    Change vs previous 13F -2,453 shares

    0.01% of the 13F portfolio, value $384,225.

    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 15,580 shares
    Change vs previous 13F -549 shares

    0.03% of the 13F portfolio, value $746,901.

    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 16,129 shares
    Change vs previous 13F +1,354 shares

    0.03% of the 13F portfolio, value $790,478.

    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 14,775 shares
    Change vs previous 13F +1,550 shares

    0.02% of the 13F portfolio, value $505,893.

    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 13,225 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $403,095.

    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).