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Disclosery

Sowell Financial Services LLC: SPOT position timeline

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

Sowell Financial Services LLC held 719 SPOT 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 719 shares
    Change vs previous 13F -46 shares

    0.01% of the 13F portfolio, value $330,284.

    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 765 shares
    Change vs previous 13F +42 shares

    0.01% of the 13F portfolio, value $371,135.

    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 723 shares
    Change vs previous 13F -2,482 shares

    0.02% of the 13F portfolio, value $419,899.

    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 3,205 shares
    Change vs previous 13F -5,329 shares

    0.09% of the 13F portfolio, value $2,237,145.

    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 8,534 shares
    Change vs previous 13F +154 shares

    0.27% of the 13F portfolio, value $6,548,513.

    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 8,380 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $4,609,276.

    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).