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Disclosery

Sowell Financial Services LLC: USIG position timeline

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

Sowell Financial Services LLC held 28,830 USIG 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 28,830 shares
    Change vs previous 13F -630 shares

    0.05% of the 13F portfolio, value $1,478,690.

    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 29,460 shares
    Change vs previous 13F +1,577 shares

    0.06% of the 13F portfolio, value $1,509,235.

    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 27,883 shares
    Change vs previous 13F +1,549 shares

    0.05% of the 13F portfolio, value $1,443,526.

    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 26,334 shares
    Change vs previous 13F +1,194 shares

    0.05% of the 13F portfolio, value $1,375,181.

    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 25,140 shares
    Change vs previous 13F -1,669 shares

    0.05% of the 13F portfolio, value $1,293,226.

    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 26,809 shares
    Change vs previous 13F +947 shares

    0.06% of the 13F portfolio, value $1,369,405.

    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 25,862 shares
    Change vs previous 13F +7,657 shares

    0.07% of the 13F portfolio, value $1,300,362.

    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 18,205 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $957,000.

    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).