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Disclosery

Sowell Financial Services LLC: XLY position timeline

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

Sowell Financial Services LLC held 23,208 XLY 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 23,208 shares
    Change vs previous 13F +1,969 shares

    0.09% of the 13F portfolio, value $2,721,830.

    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 21,239 shares
    Change vs previous 13F +1,341 shares

    0.09% of the 13F portfolio, value $2,314,586.

    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 19,898 shares
    Change vs previous 13F +9,513 shares

    0.09% of the 13F portfolio, value $2,376,016.

    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 10,385 shares
    Change vs previous 13F -123 shares

    0.1% of the 13F portfolio, value $2,488,701.

    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 10,508 shares
    Change vs previous 13F -1,960 shares

    0.09% of the 13F portfolio, value $2,283,658.

    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 12,468 shares
    Change vs previous 13F +597 shares

    0.11% of the 13F portfolio, value $2,461,993.

    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 11,871 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,663,221.

    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).