Sowell Financial Services LLC: APO position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on APO, newest first. How the timeline and the estimate are built.
Sowell Financial Services LLC held 3,597 APO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 3,597 sharesChange vs previous 13F -932 shares
0.01% of the 13F portfolio, value $425,571.
13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,529 sharesChange vs previous 13F +695 shares
0.02% of the 13F portfolio, value $504,647.
13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,834 sharesChange vs previous 13F +207 shares
0.02% of the 13F portfolio, value $555,012.
13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,627 sharesChange vs previous 13F -3,259 shares
0.02% of the 13F portfolio, value $483,378.
13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,886 sharesChange vs previous 13F +524 shares
0.04% of the 13F portfolio, value $976,850.
13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,362 sharesChange vs previous 13F not available
0.04% of the 13F portfolio, value $871,225.
13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).