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Sowell Financial Services LLC: SPAB position timeline

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

Sowell Financial Services LLC held 131,894 SPAB 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 131,894 shares
    Change vs previous 13F +8,330 shares

    0.11% of the 13F portfolio, value $3,365,924.

    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 123,564 shares
    Change vs previous 13F +16,295 shares

    0.12% of the 13F portfolio, value $3,165,715.

    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 107,269 shares
    Change vs previous 13F +9,086 shares

    0.1% of the 13F portfolio, value $2,762,175.

    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 98,183 shares
    Change vs previous 13F +4,827 shares

    0.1% of the 13F portfolio, value $2,538,036.

    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 93,356 shares
    Change vs previous 13F -915 shares

    0.1% of the 13F portfolio, value $2,389,917.

    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 94,271 shares
    Change vs previous 13F +4,215 shares

    0.11% of the 13F portfolio, value $2,407,692.

    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 90,056 shares
    Change vs previous 13F -66,798 shares

    0.12% of the 13F portfolio, value $2,250,511.

    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 156,854 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,100,000.

    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).