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Disclosery

Sowell Financial Services LLC: STIP position timeline

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

Sowell Financial Services LLC held 16,610 STIP 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 16,610 shares
    Change vs previous 13F +1,041 shares

    0.06% of the 13F portfolio, value $1,696,865.

    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 15,569 shares
    Change vs previous 13F +410 shares

    0.06% of the 13F portfolio, value $1,610,325.

    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 15,159 shares
    Change vs previous 13F +204 shares

    0.06% of the 13F portfolio, value $1,552,153.

    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 14,955 shares
    Change vs previous 13F +1,537 shares

    0.06% of the 13F portfolio, value $1,545,799.

    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 13,418 shares
    Change vs previous 13F +1,322 shares

    0.06% of the 13F portfolio, value $1,380,829.

    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 12,096 shares
    Change vs previous 13F +1,286 shares

    0.06% of the 13F portfolio, value $1,251,572.

    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 10,810 shares
    Change vs previous 13F +407 shares

    0.06% of the 13F portfolio, value $1,087,504.

    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 10,403 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,054,000.

    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).