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Disclosery

Sowell Financial Services LLC: XLRE position timeline

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

Sowell Financial Services LLC held 22,532 XLRE 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 22,532 shares
    Change vs previous 13F -2,512 shares

    0.03% of the 13F portfolio, value $992,079.

    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 25,044 shares
    Change vs previous 13F -2,285 shares

    0.04% of the 13F portfolio, value $1,022,561.

    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 27,329 shares
    Change vs previous 13F -332 shares

    0.04% of the 13F portfolio, value $1,102,714.

    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 27,661 shares
    Change vs previous 13F -525 shares

    0.04% of the 13F portfolio, value $1,165,345.

    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 28,186 shares
    Change vs previous 13F -876 shares

    0.05% of the 13F portfolio, value $1,167,445.

    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 29,062 shares
    Change vs previous 13F +2,648 shares

    0.06% of the 13F portfolio, value $1,216,263.

    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 26,414 shares
    Change vs previous 13F +6,929 shares

    0.06% of the 13F portfolio, value $1,074,263.

    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 19,485 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $870,000.

    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).