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Disclosery

Sowell Financial Services LLC: SMR position timeline

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

Sowell Financial Services LLC held 42,235 SMR 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 42,235 shares
    Change vs previous 13F +883 shares

    0.01% of the 13F portfolio, value $423,617.

    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 41,352 shares
    Change vs previous 13F +3,910 shares

    0.02% of the 13F portfolio, value $448,256.

    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 37,442 shares
    Change vs previous 13F +5,746 shares

    0.02% of the 13F portfolio, value $530,553.

    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 31,696 shares
    Change vs previous 13F +6,051 shares

    0.04% of the 13F portfolio, value $1,141,056.

    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 25,645 shares
    Change vs previous 13F +12,246 shares

    0.04% of the 13F portfolio, value $1,014,516.

    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 13,399 shares
    Change vs previous 13F -184 shares

    0.01% of the 13F portfolio, value $189,730.

    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 13,583 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $243,540.

    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).