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Disclosery

Sowell Financial Services LLC: SPSM position timeline

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

Sowell Financial Services LLC held 64,529 SPSM 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 64,529 shares
    Change vs previous 13F +763 shares

    0.12% of the 13F portfolio, value $3,721,393.

    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 63,766 shares
    Change vs previous 13F +1,725 shares

    0.11% of the 13F portfolio, value $3,081,165.

    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 62,041 shares
    Change vs previous 13F +1,849 shares

    0.11% of the 13F portfolio, value $2,907,234.

    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 60,192 shares
    Change vs previous 13F -10,940 shares

    0.11% of the 13F portfolio, value $2,788,083.

    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 71,132 shares
    Change vs previous 13F +2,347 shares

    0.12% of the 13F portfolio, value $3,030,218.

    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 68,785 shares
    Change vs previous 13F +6,369 shares

    0.13% of the 13F portfolio, value $2,803,691.

    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 62,416 shares
    Change vs previous 13F +7,742 shares

    0.15% of the 13F portfolio, value $2,803,723.

    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 54,674 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,488,000.

    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).