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Disclosery

Sowell Financial Services LLC: USMV position timeline

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

Sowell Financial Services LLC held 98,759 USMV 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 98,759 shares
    Change vs previous 13F -4,800 shares

    0.31% of the 13F portfolio, value $9,526,293.

    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 103,559 shares
    Change vs previous 13F -2,240 shares

    0.36% of the 13F portfolio, value $9,604,083.

    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 105,799 shares
    Change vs previous 13F -241 shares

    0.37% of the 13F portfolio, value $9,961,999.

    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 106,040 shares
    Change vs previous 13F -5,969 shares

    0.39% of the 13F portfolio, value $10,088,652.

    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 112,009 shares
    Change vs previous 13F +1,020 shares

    0.43% of the 13F portfolio, value $10,514,266.

    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 110,989 shares
    Change vs previous 13F +4,072 shares

    0.47% of the 13F portfolio, value $10,395,244.

    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 106,917 shares
    Change vs previous 13F -320 shares

    0.5% of the 13F portfolio, value $9,493,181.

    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 107,237 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $9,792,000.

    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).