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Disclosery

Sowell Financial Services LLC: SPY position timeline

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

Sowell Financial Services LLC held 86,438 SPY 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 86,438 shares
    Change vs previous 13F -2,039 shares

    2.11% of the 13F portfolio, value $64,549,080.

    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 88,477 shares
    Change vs previous 13F +4,326 shares

    2.13% of the 13F portfolio, value $57,540,064.

    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 84,151 shares
    Change vs previous 13F +6,946 shares

    2.11% of the 13F portfolio, value $57,384,502.

    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 77,205 shares
    Change vs previous 13F -2,195 shares

    1.97% of the 13F portfolio, value $51,432,668.

    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 79,400 shares
    Change vs previous 13F +2,887 shares

    2% of the 13F portfolio, value $49,057,507.

    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 76,513 shares
    Change vs previous 13F +6,634 shares

    1.95% of the 13F portfolio, value $42,800,391.

    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 69,879 shares
    Change vs previous 13F +3,015 shares

    2.15% of the 13F portfolio, value $40,954,479.

    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 66,864 shares
    Change vs previous 13F not available

    1.79% of the 13F portfolio, value $38,481,000.

    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).