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Disclosery

Sowell Financial Services LLC: DFAR position timeline

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

Sowell Financial Services LLC held 48,478 DFAR 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 48,478 shares
    Change vs previous 13F +410 shares

    0.04% of the 13F portfolio, value $1,268,185.

    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 48,068 shares
    Change vs previous 13F +560 shares

    0.04% of the 13F portfolio, value $1,136,808.

    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 47,508 shares
    Change vs previous 13F +4,695 shares

    0.04% of the 13F portfolio, value $1,087,992.

    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 42,813 shares
    Change vs previous 13F +4,846 shares

    0.04% of the 13F portfolio, value $1,021,089.

    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 37,967 shares
    Change vs previous 13F +954 shares

    0.04% of the 13F portfolio, value $890,717.

    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 37,013 shares
    Change vs previous 13F +130 shares

    0.04% of the 13F portfolio, value $879,798.

    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 36,883 shares
    Change vs previous 13F +610 shares

    0.05% of the 13F portfolio, value $858,272.

    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 36,273 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $930,000.

    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).