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Disclosery

Sowell Financial Services LLC: SYF position timeline

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

Sowell Financial Services LLC held 9,998 SYF 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 9,998 shares
    Change vs previous 13F +372 shares

    0.02% of the 13F portfolio, value $760,338.

    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 9,626 shares
    Change vs previous 13F -112 shares

    0.02% of the 13F portfolio, value $654,731.

    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 9,738 shares
    Change vs previous 13F -703 shares

    0.03% of the 13F portfolio, value $812,474.

    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 10,441 shares
    Change vs previous 13F -2,786 shares

    0.03% of the 13F portfolio, value $741,863.

    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 13,227 shares
    Change vs previous 13F +1,220 shares

    0.04% of the 13F portfolio, value $882,754.

    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 12,007 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $635,624.

    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).