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Disclosery

Sowell Financial Services LLC: DFSD position timeline

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

Sowell Financial Services LLC held 81,308 DFSD 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 81,308 shares
    Change vs previous 13F +4,307 shares

    0.13% of the 13F portfolio, value $3,882,478.

    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 77,001 shares
    Change vs previous 13F +5,323 shares

    0.14% of the 13F portfolio, value $3,686,809.

    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 71,678 shares
    Change vs previous 13F +13,079 shares

    0.13% of the 13F portfolio, value $3,436,950.

    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 58,599 shares
    Change vs previous 13F +12,291 shares

    0.11% of the 13F portfolio, value $2,823,862.

    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 46,308 shares
    Change vs previous 13F +2,188 shares

    0.09% of the 13F portfolio, value $2,223,251.

    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 44,120 shares
    Change vs previous 13F +252 shares

    0.1% of the 13F portfolio, value $2,096,592.

    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 43,868 shares
    Change vs previous 13F -2,445 shares

    0.11% of the 13F portfolio, value $2,056,544.

    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 46,313 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,211,000.

    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).