Sowell Financial Services LLC: TM position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on TM, newest first. How the timeline and the estimate are built.
Sowell Financial Services LLC held 2,243 TM shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 2,243 sharesChange vs previous 13F -542 shares
0.01% of the 13F portfolio, value $377,726.
13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,785 sharesChange vs previous 13F +122 shares
0.02% of the 13F portfolio, value $573,862.
13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,663 sharesChange vs previous 13F +170 shares
0.02% of the 13F portfolio, value $570,068.
13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,493 sharesChange vs previous 13F +394 shares
0.02% of the 13F portfolio, value $476,430.
13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,099 sharesChange vs previous 13F -12 shares
0.01% of the 13F portfolio, value $361,537.
13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,111 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $372,678.
13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).