Sowell Financial Services LLC: SPYI position timeline

Sowell Financial Services LLC held 58,361 SPYI 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 58,361 shares

   Change vs previous 13F -8,476 shares

   0.1% of the 13F portfolio, value $3,098,391.

   13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 66,837 shares

   Change vs previous 13F +10,336 shares

   0.12% of the 13F portfolio, value $3,299,722.

   13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 56,501 shares

   Change vs previous 13F +56,501 shares

   0.11% of the 13F portfolio, value $2,968,001.

   13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 0 shares

   Change vs previous 13F -27,142 shares

   13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

5. period ended2024-09-30

   13F 27,142 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $1,390,000.

   13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).