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Sowell Financial Services LLC: SPG position timeline

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

Sowell Financial Services LLC held 9,569 SPG 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 9,569 shares
    Change vs previous 13F +348 shares

    0.07% of the 13F portfolio, value $2,139,996.

    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 9,221 shares
    Change vs previous 13F -1,036 shares

    0.06% of the 13F portfolio, value $1,720,079.

    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 10,257 shares
    Change vs previous 13F +625 shares

    0.07% of the 13F portfolio, value $1,898,588.

    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 9,632 shares
    Change vs previous 13F +336 shares

    0.07% of the 13F portfolio, value $1,807,658.

    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 9,296 shares
    Change vs previous 13F +10 shares

    0.06% of the 13F portfolio, value $1,494,407.

    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 9,286 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,542,171.

    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).