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Sowell Financial Services LLC: ADP position timeline

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

Sowell Financial Services LLC held 3,891 ADP 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 3,891 shares
    Change vs previous 13F -1,024 shares

    0.03% of the 13F portfolio, value $871,316.

    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 4,915 shares
    Change vs previous 13F -900 shares

    0.04% of the 13F portfolio, value $998,571.

    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 5,815 shares
    Change vs previous 13F +284 shares

    0.05% of the 13F portfolio, value $1,495,767.

    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 5,531 shares
    Change vs previous 13F -1,106 shares

    0.06% of the 13F portfolio, value $1,623,306.

    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 6,637 shares
    Change vs previous 13F +67 shares

    0.08% of the 13F portfolio, value $2,046,976.

    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 6,570 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,007,242.

    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).