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Disclosery

Sowell Financial Services LLC: SPTL position timeline

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

Sowell Financial Services LLC held 127,935 SPTL 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 127,935 shares
    Change vs previous 13F +24,349 shares

    0.11% of the 13F portfolio, value $3,355,724.

    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 103,586 shares
    Change vs previous 13F +16,559 shares

    0.1% of the 13F portfolio, value $2,724,306.

    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 87,027 shares
    Change vs previous 13F +16,314 shares

    0.08% of the 13F portfolio, value $2,303,616.

    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 70,713 shares
    Change vs previous 13F +11,688 shares

    0.07% of the 13F portfolio, value $1,905,714.

    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 59,025 shares
    Change vs previous 13F +20,939 shares

    0.06% of the 13F portfolio, value $1,568,873.

    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 38,086 shares
    Change vs previous 13F +3,319 shares

    0.05% of the 13F portfolio, value $1,038,211.

    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 34,767 shares
    Change vs previous 13F -9,663 shares

    0.05% of the 13F portfolio, value $910,542.

    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 44,430 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,292,000.

    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).