Skip to content
Disclosery

Sowell Financial Services LLC: XAWFX position timeline

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

Sowell Financial Services LLC held 12,877 XAWFX 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 12,877 shares
    Change vs previous 13F -194 shares

    <0.01% of the 13F portfolio, value $132,632.

    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 13,071 shares
    Change vs previous 13F +57 shares

    <0.01% of the 13F portfolio, value $132,931.

    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 13,014 shares
    Change vs previous 13F -1,430 shares

    0.01% of the 13F portfolio, value $139,120.

    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 14,444 shares
    Change vs previous 13F -1,913 shares

    0.01% of the 13F portfolio, value $161,915.

    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 16,357 shares
    Change vs previous 13F -13,122 shares

    0.01% of the 13F portfolio, value $180,417.

    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 29,479 shares
    Change vs previous 13F +100 shares

    0.01% of the 13F portfolio, value $316,313.

    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 29,379 shares
    Change vs previous 13F -1,389 shares

    0.02% of the 13F portfolio, value $315,238.

    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 30,768 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $349,000.

    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).