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Disclosery

Sowell Financial Services LLC: SMFG position timeline

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

Sowell Financial Services LLC held 17,025 SMFG 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 17,025 shares
    Change vs previous 13F -848 shares

    0.01% of the 13F portfolio, value $401,449.

    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 17,873 shares
    Change vs previous 13F +437 shares

    0.01% of the 13F portfolio, value $352,996.

    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 17,436 shares
    Change vs previous 13F +2,653 shares

    0.01% of the 13F portfolio, value $337,038.

    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 14,783 shares
    Change vs previous 13F -3,916 shares

    0.01% of the 13F portfolio, value $247,463.

    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 18,699 shares
    Change vs previous 13F +1,094 shares

    0.01% of the 13F portfolio, value $282,538.

    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 17,605 shares
    Change vs previous 13F +2,590 shares

    0.01% of the 13F portfolio, value $272,180.

    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 15,015 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $217,574.

    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).