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Disclosery

Sowell Financial Services LLC: TIPX position timeline

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

Sowell Financial Services LLC held 15,263 TIPX 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 15,263 shares
    Change vs previous 13F +1,256 shares

    0.01% of the 13F portfolio, value $288,924.

    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 14,007 shares
    Change vs previous 13F +2,336 shares

    0.01% of the 13F portfolio, value $268,795.

    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 11,671 shares
    Change vs previous 13F -239 shares

    0.01% of the 13F portfolio, value $222,688.

    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 11,910 shares
    Change vs previous 13F +1,067 shares

    0.01% of the 13F portfolio, value $229,743.

    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 10,843 shares
    Change vs previous 13F +239 shares

    0.01% of the 13F portfolio, value $207,541.

    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 10,604 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $203,491.

    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).