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Disclosery

Sowell Financial Services LLC: UAL position timeline

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

Sowell Financial Services LLC held 9,985 UAL 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 9,985 shares
    Change vs previous 13F +1,328 shares

    0.04% of the 13F portfolio, value $1,357,804.

    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 8,657 shares
    Change vs previous 13F +4,416 shares

    0.03% of the 13F portfolio, value $797,012.

    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 4,241 shares
    Change vs previous 13F -162 shares

    0.02% of the 13F portfolio, value $474,183.

    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 4,403 shares
    Change vs previous 13F -4,002 shares

    0.02% of the 13F portfolio, value $424,890.

    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 8,405 shares
    Change vs previous 13F +470 shares

    0.03% of the 13F portfolio, value $669,290.

    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 7,935 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $547,912.

    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).