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Disclosery

Sowell Financial Services LLC: DFAU position timeline

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

Sowell Financial Services LLC held 232,961 DFAU 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 232,961 shares
    Change vs previous 13F +5,335 shares

    0.39% of the 13F portfolio, value $12,041,776.

    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 227,626 shares
    Change vs previous 13F +14,561 shares

    0.38% of the 13F portfolio, value $10,270,478.

    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 213,065 shares
    Change vs previous 13F +29,410 shares

    0.37% of the 13F portfolio, value $9,971,456.

    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 183,655 shares
    Change vs previous 13F +31,873 shares

    0.32% of the 13F portfolio, value $8,404,072.

    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 151,782 shares
    Change vs previous 13F +12,001 shares

    0.26% of the 13F portfolio, value $6,429,480.

    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 139,781 shares
    Change vs previous 13F +2,945 shares

    0.24% of the 13F portfolio, value $5,373,164.

    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 136,836 shares
    Change vs previous 13F -194,839 shares

    0.29% of the 13F portfolio, value $5,540,490.

    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 331,675 shares
    Change vs previous 13F not available

    0.61% of the 13F portfolio, value $13,164,000.

    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).