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Disclosery

Sowell Financial Services LLC: XLK position timeline

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

Sowell Financial Services LLC held 83,110 XLK 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 83,110 shares
    Change vs previous 13F -472 shares

    0.52% of the 13F portfolio, value $15,834,166.

    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 83,582 shares
    Change vs previous 13F -568 shares

    0.41% of the 13F portfolio, value $11,108,054.

    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 84,150 shares
    Change vs previous 13F +42,220 shares

    0.45% of the 13F portfolio, value $12,115,039.

    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 41,930 shares
    Change vs previous 13F -713 shares

    0.45% of the 13F portfolio, value $11,818,495.

    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 42,643 shares
    Change vs previous 13F +845 shares

    0.44% of the 13F portfolio, value $10,798,371.

    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 41,798 shares
    Change vs previous 13F -2,855 shares

    0.39% of the 13F portfolio, value $8,630,372.

    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 44,653 shares
    Change vs previous 13F -1,156 shares

    0.55% of the 13F portfolio, value $10,382,634.

    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 45,809 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $10,342,000.

    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).