Skip to content
Disclosery

Sowell Financial Services LLC: WY position timeline

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

Sowell Financial Services LLC held 83,836 WY 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 83,836 shares
    Change vs previous 13F +1,430 shares

    0.07% of the 13F portfolio, value $2,007,025.

    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 82,406 shares
    Change vs previous 13F +2,849 shares

    0.07% of the 13F portfolio, value $2,013,175.

    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 79,557 shares
    Change vs previous 13F +4,126 shares

    0.07% of the 13F portfolio, value $1,884,706.

    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 75,431 shares
    Change vs previous 13F -250 shares

    0.07% of the 13F portfolio, value $1,869,941.

    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 75,681 shares
    Change vs previous 13F +89 shares

    0.08% of the 13F portfolio, value $1,944,237.

    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 75,592 shares
    Change vs previous 13F +2,347 shares

    0.1% of the 13F portfolio, value $2,213,323.

    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 73,245 shares
    Change vs previous 13F -10,621 shares

    0.11% of the 13F portfolio, value $2,061,836.

    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 83,866 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,840,000.

    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).