Skip to content
Disclosery

Sowell Financial Services LLC: DFAS position timeline

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

Sowell Financial Services LLC held 8,023 DFAS 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 8,023 shares
    Change vs previous 13F -738 shares

    0.02% of the 13F portfolio, value $660,644.

    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 8,761 shares
    Change vs previous 13F -21 shares

    0.02% of the 13F portfolio, value $623,177.

    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 8,782 shares
    Change vs previous 13F +18 shares

    0.02% of the 13F portfolio, value $611,820.

    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 8,764 shares
    Change vs previous 13F +51 shares

    0.02% of the 13F portfolio, value $599,984.

    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 8,713 shares
    Change vs previous 13F -987 shares

    0.02% of the 13F portfolio, value $555,103.

    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 9,700 shares
    Change vs previous 13F -922 shares

    0.03% of the 13F portfolio, value $579,595.

    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 10,622 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $691,283.

    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).