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Sowell Financial Services LLC: DFAC position timeline

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

Sowell Financial Services LLC held 153,627 DFAC 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 153,627 shares
    Change vs previous 13F -3,611 shares

    0.22% of the 13F portfolio, value $6,814,901.

    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 157,238 shares
    Change vs previous 13F +328 shares

    0.23% of the 13F portfolio, value $6,110,284.

    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 156,910 shares
    Change vs previous 13F -2,366 shares

    0.23% of the 13F portfolio, value $6,212,083.

    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 159,276 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $6,143,278.

    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 159,276 shares
    Change vs previous 13F -2,000 shares

    0.23% of the 13F portfolio, value $5,708,454.

    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 161,276 shares
    Change vs previous 13F +1,374 shares

    0.24% of the 13F portfolio, value $5,320,498.

    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 159,902 shares
    Change vs previous 13F -984,968 shares

    0.29% of the 13F portfolio, value $5,531,003.

    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 1,144,870 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $39,258,000.

    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).