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Disclosery

Sowell Financial Services LLC: DFEM position timeline

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

Sowell Financial Services LLC held 104,168 DFEM 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 104,168 shares
    Change vs previous 13F +598 shares

    0.14% of the 13F portfolio, value $4,233,392.

    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 103,570 shares
    Change vs previous 13F +545 shares

    0.13% of the 13F portfolio, value $3,578,361.

    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 103,025 shares
    Change vs previous 13F +5,630 shares

    0.13% of the 13F portfolio, value $3,408,066.

    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 97,395 shares
    Change vs previous 13F +6,389 shares

    0.12% of the 13F portfolio, value $3,123,465.

    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 91,006 shares
    Change vs previous 13F +2,203 shares

    0.11% of the 13F portfolio, value $2,701,046.

    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 88,803 shares
    Change vs previous 13F -344 shares

    0.11% of the 13F portfolio, value $2,349,730.

    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 89,147 shares
    Change vs previous 13F +971 shares

    0.12% of the 13F portfolio, value $2,334,769.

    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 88,176 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $2,482,000.

    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).