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Disclosery

Sowell Financial Services LLC: XLU position timeline

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

Sowell Financial Services LLC held 29,270 XLU 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 29,270 shares
    Change vs previous 13F +5,785 shares

    0.04% of the 13F portfolio, value $1,327,087.

    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 23,485 shares
    Change vs previous 13F +540 shares

    0.04% of the 13F portfolio, value $1,077,724.

    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 22,945 shares
    Change vs previous 13F +7,949 shares

    0.04% of the 13F portfolio, value $979,502.

    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 14,996 shares
    Change vs previous 13F +449 shares

    0.05% of the 13F portfolio, value $1,307,762.

    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 14,547 shares
    Change vs previous 13F +3,088 shares

    0.05% of the 13F portfolio, value $1,187,873.

    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 11,459 shares
    Change vs previous 13F -561 shares

    0.04% of the 13F portfolio, value $903,562.

    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 12,020 shares
    Change vs previous 13F -11,144 shares

    0.05% of the 13F portfolio, value $909,780.

    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 23,164 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,871,000.

    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).