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Disclosery

Sowell Financial Services LLC: XLE position timeline

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

Sowell Financial Services LLC held 56,717 XLE 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 56,717 shares
    Change vs previous 13F -8,852 shares

    0.1% of the 13F portfolio, value $3,012,217.

    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 65,569 shares
    Change vs previous 13F -13,709 shares

    0.15% of the 13F portfolio, value $4,016,762.

    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 79,278 shares
    Change vs previous 13F +21,497 shares

    0.13% of the 13F portfolio, value $3,544,521.

    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 57,781 shares
    Change vs previous 13F -47,467 shares

    0.2% of the 13F portfolio, value $5,162,144.

    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 105,248 shares
    Change vs previous 13F -151 shares

    0.36% of the 13F portfolio, value $8,926,096.

    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 105,399 shares
    Change vs previous 13F -1,924 shares

    0.45% of the 13F portfolio, value $9,849,555.

    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 107,323 shares
    Change vs previous 13F +7,812 shares

    0.48% of the 13F portfolio, value $9,193,296.

    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 99,511 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $8,737,000.

    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).