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Disclosery

Sowell Financial Services LLC: SMH position timeline

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

Sowell Financial Services LLC held 51,206 SMH 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 51,206 shares
    Change vs previous 13F +6,169 shares

    1.1% of the 13F portfolio, value $33,585,414.

    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 45,037 shares
    Change vs previous 13F +4,670 shares

    0.64% of the 13F portfolio, value $17,267,030.

    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 40,367 shares
    Change vs previous 13F -3,273 shares

    0.53% of the 13F portfolio, value $14,537,206.

    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 43,640 shares
    Change vs previous 13F -6,321 shares

    0.55% of the 13F portfolio, value $14,242,510.

    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 49,961 shares
    Change vs previous 13F -3,301 shares

    0.57% of the 13F portfolio, value $13,933,228.

    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 53,262 shares
    Change vs previous 13F +3,789 shares

    0.51% of the 13F portfolio, value $11,263,216.

    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 49,473 shares
    Change vs previous 13F +10,223 shares

    0.63% of the 13F portfolio, value $11,980,980.

    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 39,250 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $9,634,000.

    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).