Skip to content
Disclosery

Sowell Financial Services LLC: XLF position timeline

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

Sowell Financial Services LLC held 200,394 XLF 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 200,394 shares
    Change vs previous 13F +95,270 shares

    0.35% of the 13F portfolio, value $10,743,127.

    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 105,124 shares
    Change vs previous 13F -34,008 shares

    0.19% of the 13F portfolio, value $5,189,988.

    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 139,132 shares
    Change vs previous 13F -9,638 shares

    0.28% of the 13F portfolio, value $7,620,284.

    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 148,770 shares
    Change vs previous 13F +27,774 shares

    0.31% of the 13F portfolio, value $8,014,256.

    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 120,996 shares
    Change vs previous 13F -8,830 shares

    0.26% of the 13F portfolio, value $6,336,563.

    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 129,826 shares
    Change vs previous 13F +14,692 shares

    0.29% of the 13F portfolio, value $6,466,634.

    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 115,134 shares
    Change vs previous 13F +2,783 shares

    0.29% of the 13F portfolio, value $5,564,429.

    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 112,351 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,092,000.

    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).