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Sowell Financial Services LLC: T position timeline

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

Sowell Financial Services LLC held 202,002 T 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 202,002 shares
    Change vs previous 13F +10,682 shares

    0.14% of the 13F portfolio, value $4,181,445.

    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 191,320 shares
    Change vs previous 13F -36,440 shares

    0.21% of the 13F portfolio, value $5,546,355.

    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 227,760 shares
    Change vs previous 13F -1,935 shares

    0.21% of the 13F portfolio, value $5,657,548.

    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 229,695 shares
    Change vs previous 13F -16,845 shares

    0.25% of the 13F portfolio, value $6,486,600.

    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 246,540 shares
    Change vs previous 13F +2,463 shares

    0.29% of the 13F portfolio, value $7,134,857.

    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 244,077 shares
    Change vs previous 13F -12,506 shares

    0.31% of the 13F portfolio, value $6,902,507.

    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 256,583 shares
    Change vs previous 13F +11,493 shares

    0.31% of the 13F portfolio, value $5,842,387.

    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 245,090 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $5,392,000.

    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).