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Disclosery

Sowell Financial Services LLC: XLP position timeline

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

Sowell Financial Services LLC held 23,493 XLP 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 23,493 shares
    Change vs previous 13F -2,001 shares

    0.06% of the 13F portfolio, value $1,951,535.

    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 25,494 shares
    Change vs previous 13F +433 shares

    0.08% of the 13F portfolio, value $2,090,021.

    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 25,061 shares
    Change vs previous 13F +631 shares

    0.07% of the 13F portfolio, value $1,946,755.

    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 24,430 shares
    Change vs previous 13F -91 shares

    0.07% of the 13F portfolio, value $1,914,570.

    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 24,521 shares
    Change vs previous 13F +466 shares

    0.08% of the 13F portfolio, value $1,985,487.

    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 24,055 shares
    Change vs previous 13F +53 shares

    0.09% of the 13F portfolio, value $1,964,577.

    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 24,002 shares
    Change vs previous 13F +4,545 shares

    0.1% of the 13F portfolio, value $1,886,832.

    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 19,457 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,615,000.

    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).