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Disclosery

Sowell Financial Services LLC: XLV position timeline

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

Sowell Financial Services LLC held 30,090 XLV 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 30,090 shares
    Change vs previous 13F -3,029 shares

    0.16% of the 13F portfolio, value $4,774,108.

    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 33,119 shares
    Change vs previous 13F -77 shares

    0.18% of the 13F portfolio, value $4,855,570.

    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 33,196 shares
    Change vs previous 13F -751 shares

    0.19% of the 13F portfolio, value $5,138,744.

    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 33,947 shares
    Change vs previous 13F -85 shares

    0.18% of the 13F portfolio, value $4,724,387.

    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 34,032 shares
    Change vs previous 13F -1,926 shares

    0.19% of the 13F portfolio, value $4,587,167.

    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 35,958 shares
    Change vs previous 13F +1,079 shares

    0.24% of the 13F portfolio, value $5,250,175.

    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 34,879 shares
    Change vs previous 13F +2,026 shares

    0.25% of the 13F portfolio, value $4,798,320.

    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 32,853 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $5,060,000.

    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).