Skip to content
Disclosery

Sowell Financial Services LLC: SPLV position timeline

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

Sowell Financial Services LLC held 10,682 SPLV 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 10,682 shares
    Change vs previous 13F -332 shares

    0.03% of the 13F portfolio, value $800,086.

    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 11,014 shares
    Change vs previous 13F -549 shares

    0.03% of the 13F portfolio, value $805,561.

    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 11,563 shares
    Change vs previous 13F -49,016 shares

    0.03% of the 13F portfolio, value $825,855.

    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 60,579 shares
    Change vs previous 13F -82,778 shares

    0.17% of the 13F portfolio, value $4,451,371.

    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 143,357 shares
    Change vs previous 13F -51,348 shares

    0.43% of the 13F portfolio, value $10,439,257.

    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 194,705 shares
    Change vs previous 13F +51,486 shares

    0.66% of the 13F portfolio, value $14,548,343.

    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 143,219 shares
    Change vs previous 13F +2,344 shares

    0.53% of the 13F portfolio, value $10,025,362.

    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 140,875 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $10,105,000.

    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).