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Disclosery

Sowell Financial Services LLC: SRE position timeline

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

Sowell Financial Services LLC held 13,978 SRE 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 13,978 shares
    Change vs previous 13F -813 shares

    0.04% of the 13F portfolio, value $1,295,941.

    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 14,791 shares
    Change vs previous 13F -94 shares

    0.05% of the 13F portfolio, value $1,437,274.

    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 14,885 shares
    Change vs previous 13F -196 shares

    0.05% of the 13F portfolio, value $1,314,185.

    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 15,081 shares
    Change vs previous 13F -3,779 shares

    0.05% of the 13F portfolio, value $1,356,988.

    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 18,860 shares
    Change vs previous 13F -418 shares

    0.06% of the 13F portfolio, value $1,429,023.

    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 19,278 shares
    Change vs previous 13F -197 shares

    0.06% of the 13F portfolio, value $1,375,653.

    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 19,475 shares
    Change vs previous 13F +2,462 shares

    0.09% of the 13F portfolio, value $1,708,384.

    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 17,013 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,433,000.

    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).