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Disclosery

Sowell Financial Services LLC: SPTM position timeline

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

Sowell Financial Services LLC held 13,456 SPTM 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 13,456 shares
    Change vs previous 13F -1,034 shares

    0.04% of the 13F portfolio, value $1,221,658.

    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 14,490 shares
    Change vs previous 13F -80 shares

    0.04% of the 13F portfolio, value $1,145,609.

    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 14,570 shares
    Change vs previous 13F +2,986 shares

    0.04% of the 13F portfolio, value $1,202,048.

    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 11,584 shares
    Change vs previous 13F +2,143 shares

    0.04% of the 13F portfolio, value $934,283.

    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 9,441 shares
    Change vs previous 13F +1,018 shares

    0.03% of the 13F portfolio, value $707,017.

    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 8,423 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $572,816.

    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).