Sowell Financial Services LLC

Position in RIO — Rio Tinto PLC

CIK 1633697 NORTH LITTLE ROCK, AR

Position in RIO

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,121,692

+$4,078 QoQ

Shares Held

11,816

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#368

of 963 holders

Holding Since

Mar 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Basic Materials · as of Jun 30, 2026

Sowell Financial Services LLC holds $1,902,450 across 5 Other Industrial Metals & Mining names. RIO ranks #1 (59.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RIO	Rio Tinto PLC This page	11,816	$1,121,692
2	BHP	BHP Group Ltd	5,679	$473,117
3	VALE	Vale S.A.	12,386	$186,285
4	NAK	Northern Dynasty Minerals Ltd	35,300	$67,776
5	TMC	TMC the metals Co Inc.	12,095	$53,580

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,121,692	11,816	-1.4%	Shares	Sole	2026-07-20
2026-03-31	$1,117,614	11,980	-5.4%	Shares	Sole	2026-04-20
2025-12-31	$1,013,019	12,658	+5.5%	Shares	Sole	2026-01-21
2025-09-30	$791,921	11,997	-2.4%	Shares	Sole	2025-10-17
2025-06-30	$716,934	12,291	-42.2%	Shares	Sole	2025-07-14
2025-03-31	$1,277,000	21,255	+7.1%	Shares	Sole	2025-04-17
2024-12-31	$1,166,849	19,841	+1.3%	Shares	Sole	2025-02-07
2024-09-30	$1,394,504	19,594	+0.4%	Shares	Sole	2024-10-04
2024-06-30	$1,286,360	19,511	+93.3%	Shares	Sole	2024-08-13
2024-03-31	$643,327	10,093	-14.0%	Shares	Sole	2024-05-03
2023-12-31	$873,415	11,730	-4.7%	Shares	Sole	2024-01-24
2023-09-30	$783,535	12,312	+7.5%	Shares	Sole	2023-11-08
2023-06-30	$731,414	11,457	+15.7%	Shares	Sole	2023-08-14
2023-03-31	$679,551	9,906	-5.7%	Shares	Sole	2023-05-12
2022-12-31	$747,671	10,501	+106.3%	Shares	Sole	2023-02-09
2021-03-31	$395,160	5,089	—	Shares	Sole	2021-05-07
No filing history on record for this holder in this stock.