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Disclosery

Sowell Financial Services LLC: DFIC position timeline

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

Sowell Financial Services LLC held 163,320 DFIC 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 163,320 shares
    Change vs previous 13F +2,973 shares

    0.2% of the 13F portfolio, value $6,085,298.

    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 160,347 shares
    Change vs previous 13F +1,993 shares

    0.21% of the 13F portfolio, value $5,697,114.

    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 158,354 shares
    Change vs previous 13F +10,799 shares

    0.2% of the 13F portfolio, value $5,456,875.

    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 147,555 shares
    Change vs previous 13F +5,852 shares

    0.19% of the 13F portfolio, value $4,838,323.

    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 141,703 shares
    Change vs previous 13F +4,448 shares

    0.18% of the 13F portfolio, value $4,405,548.

    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 137,255 shares
    Change vs previous 13F -2,619 shares

    0.17% of the 13F portfolio, value $3,811,584.

    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 139,874 shares
    Change vs previous 13F +1,894 shares

    0.19% of the 13F portfolio, value $3,615,040.

    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 137,980 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,883,000.

    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).