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Sowell Financial Services LLC: CDE position timeline

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

Sowell Financial Services LLC held 106,251 CDE 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 106,251 shares
    Change vs previous 13F +643 shares

    0.06% of the 13F portfolio, value $1,734,009.

    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 105,608 shares
    Change vs previous 13F +49,562 shares

    0.07% of the 13F portfolio, value $1,982,262.

    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 56,046 shares
    Change vs previous 13F -40 shares

    0.04% of the 13F portfolio, value $999,300.

    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 56,086 shares
    Change vs previous 13F +274 shares

    0.04% of the 13F portfolio, value $1,052,173.

    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 55,812 shares
    Change vs previous 13F -18 shares

    0.02% of the 13F portfolio, value $494,494.

    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 55,830 shares
    Change vs previous 13F +5,554 shares

    0.02% of the 13F portfolio, value $330,514.

    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 50,276 shares
    Change vs previous 13F -175 shares

    0.02% of the 13F portfolio, value $287,579.

    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).

  8. period ended2024-09-30
    13F 50,451 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $347,000.

    13F-HR 0001633697-24-000005 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).