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Disclosery

Sowell Financial Services LLC: XMHQ position timeline

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

Sowell Financial Services LLC held 125,775 XMHQ 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 125,775 shares
    Change vs previous 13F +2,224 shares

    0.46% of the 13F portfolio, value $14,197,501.

    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 123,551 shares
    Change vs previous 13F +4,507 shares

    0.47% of the 13F portfolio, value $12,771,507.

    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 119,044 shares
    Change vs previous 13F +4,662 shares

    0.45% of the 13F portfolio, value $12,192,469.

    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 114,382 shares
    Change vs previous 13F +1,996 shares

    0.46% of the 13F portfolio, value $12,005,527.

    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 112,386 shares
    Change vs previous 13F -4,167 shares

    0.45% of the 13F portfolio, value $11,040,826.

    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 116,553 shares
    Change vs previous 13F -6,701 shares

    0.49% of the 13F portfolio, value $10,668,106.

    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 123,254 shares
    Change vs previous 13F -1,313 shares

    0.64% of the 13F portfolio, value $12,136,804.

    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 124,567 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $12,778,000.

    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).