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Disclosery

Sowell Financial Services LLC: SPSB position timeline

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

Sowell Financial Services LLC held 25,143 SPSB 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 25,143 shares
    Change vs previous 13F +621 shares

    0.02% of the 13F portfolio, value $754,536.

    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 24,522 shares
    Change vs previous 13F -1,005 shares

    0.03% of the 13F portfolio, value $737,382.

    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 25,527 shares
    Change vs previous 13F -25,260 shares

    0.03% of the 13F portfolio, value $770,923.

    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 50,787 shares
    Change vs previous 13F -1,451 shares

    0.06% of the 13F portfolio, value $1,538,344.

    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 52,238 shares
    Change vs previous 13F +25 shares

    0.06% of the 13F portfolio, value $1,577,070.

    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 52,213 shares
    Change vs previous 13F -976 shares

    0.07% of the 13F portfolio, value $1,571,614.

    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 53,189 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,588,221.

    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).