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Disclosery

Sowell Financial Services LLC: XYZ position timeline

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

Sowell Financial Services LLC held 3,600 XYZ 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 3,600 shares
    Change vs previous 13F -177 shares

    0.01% of the 13F portfolio, value $273,635.

    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 3,777 shares
    Change vs previous 13F -270 shares

    0.01% of the 13F portfolio, value $227,328.

    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 4,047 shares
    Change vs previous 13F -799 shares

    0.01% of the 13F portfolio, value $263,419.

    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 4,846 shares
    Change vs previous 13F -7,560 shares

    0.01% of the 13F portfolio, value $350,220.

    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 12,406 shares
    Change vs previous 13F -590 shares

    0.03% of the 13F portfolio, value $842,740.

    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 12,996 shares
    Change vs previous 13F +1,195 shares

    0.03% of the 13F portfolio, value $706,073.

    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 11,801 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,002,967.

    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).