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Disclosery

Sowell Financial Services LLC: DEI position timeline

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

Sowell Financial Services LLC held 206,260 DEI 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 206,260 shares
    Change vs previous 13F -14,419 shares

    0.08% of the 13F portfolio, value $2,433,863.

    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 220,679 shares
    Change vs previous 13F +84,294 shares

    0.08% of the 13F portfolio, value $2,078,792.

    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 136,385 shares
    Change vs previous 13F -2,988 shares

    0.06% of the 13F portfolio, value $1,498,875.

    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 139,373 shares
    Change vs previous 13F +3,025 shares

    0.08% of the 13F portfolio, value $2,170,031.

    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 136,348 shares
    Change vs previous 13F +6,420 shares

    0.08% of the 13F portfolio, value $2,050,681.

    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 129,928 shares
    Change vs previous 13F -809 shares

    0.09% of the 13F portfolio, value $2,078,841.

    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 130,737 shares
    Change vs previous 13F -6,251 shares

    0.13% of the 13F portfolio, value $2,426,482.

    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 136,988 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,433,000.

    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).