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Sowell Financial Services LLC: DDEC position timeline

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

Sowell Financial Services LLC held 15,368 DDEC 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 15,368 shares
    Change vs previous 13F -292 shares

    0.02% of the 13F portfolio, value $728,072.

    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 15,660 shares
    Change vs previous 13F -2,780 shares

    0.03% of the 13F portfolio, value $693,414.

    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 18,440 shares
    Change vs previous 13F -4,443 shares

    0.03% of the 13F portfolio, value $831,449.

    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 22,883 shares
    Change vs previous 13F -1,634 shares

    0.04% of the 13F portfolio, value $1,001,570.

    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 24,517 shares
    Change vs previous 13F -654 shares

    0.04% of the 13F portfolio, value $1,023,846.

    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 25,171 shares
    Change vs previous 13F -2,744 shares

    0.04% of the 13F portfolio, value $985,179.

    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 27,915 shares
    Change vs previous 13F -50,943 shares

    0.06% of the 13F portfolio, value $1,120,491.

    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 78,858 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,114,000.

    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).