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Disclosery

Sowell Financial Services LLC: TLT position timeline

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

Sowell Financial Services LLC held 73,594 TLT 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 73,594 shares
    Change vs previous 13F -1,136 shares

    0.21% of the 13F portfolio, value $6,360,019.

    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 74,730 shares
    Change vs previous 13F -2,063 shares

    0.24% of the 13F portfolio, value $6,478,302.

    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 76,793 shares
    Change vs previous 13F +5,317 shares

    0.25% of the 13F portfolio, value $6,693,261.

    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 71,476 shares
    Change vs previous 13F -2,973 shares

    0.25% of the 13F portfolio, value $6,387,799.

    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 74,449 shares
    Change vs previous 13F +23,434 shares

    0.27% of the 13F portfolio, value $6,570,103.

    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 51,015 shares
    Change vs previous 13F -1,901 shares

    0.21% of the 13F portfolio, value $4,643,895.

    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 52,916 shares
    Change vs previous 13F -79,485 shares

    0.24% of the 13F portfolio, value $4,621,181.

    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 132,401 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $12,989,000.

    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).