Sowell Financial Services LLC: CAG position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on CAG, newest first. How the timeline and the estimate are built.
Sowell Financial Services LLC held 81,145 CAG shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 81,145 sharesChange vs previous 13F +31,277 shares
0.04% of the 13F portfolio, value $1,092,210.
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 49,868 sharesChange vs previous 13F +611 shares
0.03% of the 13F portfolio, value $783,929.
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 49,257 sharesChange vs previous 13F +2,167 shares
0.03% of the 13F portfolio, value $852,640.
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 47,090 sharesChange vs previous 13F +7,853 shares
0.03% of the 13F portfolio, value $862,223.
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 39,237 sharesChange vs previous 13F +15,487 shares
0.03% of the 13F portfolio, value $803,180.
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 23,750 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $633,403.
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).