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Disclosery

Sowell Financial Services LLC: XLI position timeline

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

Sowell Financial Services LLC held 22,073 XLI 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 22,073 shares
    Change vs previous 13F -2,770 shares

    0.13% of the 13F portfolio, value $4,088,540.

    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 24,843 shares
    Change vs previous 13F +87 shares

    0.15% of the 13F portfolio, value $4,017,800.

    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 24,756 shares
    Change vs previous 13F +483 shares

    0.14% of the 13F portfolio, value $3,840,171.

    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 24,273 shares
    Change vs previous 13F +210 shares

    0.14% of the 13F portfolio, value $3,743,675.

    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 24,063 shares
    Change vs previous 13F -493 shares

    0.14% of the 13F portfolio, value $3,549,775.

    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 24,556 shares
    Change vs previous 13F +753 shares

    0.15% of the 13F portfolio, value $3,218,559.

    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 23,803 shares
    Change vs previous 13F -3,873 shares

    0.16% of the 13F portfolio, value $3,136,298.

    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 27,676 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,748,000.

    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).