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Disclosery

Sowell Financial Services LLC: SPDW position timeline

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

Sowell Financial Services LLC held 76,051 SPDW 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 76,051 shares
    Change vs previous 13F +5,869 shares

    0.13% of the 13F portfolio, value $3,832,198.

    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 70,182 shares
    Change vs previous 13F +8,355 shares

    0.12% of the 13F portfolio, value $3,203,821.

    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 61,827 shares
    Change vs previous 13F +1,765 shares

    0.1% of the 13F portfolio, value $2,745,731.

    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 60,062 shares
    Change vs previous 13F +5,535 shares

    0.1% of the 13F portfolio, value $2,570,049.

    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 54,527 shares
    Change vs previous 13F +5,159 shares

    0.09% of the 13F portfolio, value $2,207,810.

    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 49,368 shares
    Change vs previous 13F +943 shares

    0.08% of the 13F portfolio, value $1,797,483.

    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 48,425 shares
    Change vs previous 13F +33,457 shares

    0.09% of the 13F portfolio, value $1,652,739.

    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 14,968 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $562,000.

    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).