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Disclosery

Sowell Financial Services LLC: SSO position timeline

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

Sowell Financial Services LLC held 43,030 SSO 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 43,030 shares
    Change vs previous 13F -8,455 shares

    0.09% of the 13F portfolio, value $2,899,385.

    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 51,485 shares
    Change vs previous 13F -48,234 shares

    0.1% of the 13F portfolio, value $2,671,064.

    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 99,719 shares
    Change vs previous 13F +69,630 shares

    0.21% of the 13F portfolio, value $5,775,731.

    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 30,089 shares
    Change vs previous 13F +2,608 shares

    0.13% of the 13F portfolio, value $3,373,930.

    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 27,481 shares
    Change vs previous 13F -1,051 shares

    0.11% of the 13F portfolio, value $2,685,478.

    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 28,532 shares
    Change vs previous 13F +1,395 shares

    0.11% of the 13F portfolio, value $2,361,869.

    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 27,137 shares
    Change vs previous 13F -7,727 shares

    0.13% of the 13F portfolio, value $2,510,449.

    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 34,864 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $3,150,000.

    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).