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Disclosery

Sowell Financial Services LLC: DFUS position timeline

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

Sowell Financial Services LLC held 139,412 DFUS 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 139,412 shares
    Change vs previous 13F -151 shares

    0.37% of the 13F portfolio, value $11,423,431.

    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 139,563 shares
    Change vs previous 13F -966 shares

    0.37% of the 13F portfolio, value $9,896,446.

    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 140,529 shares
    Change vs previous 13F +555 shares

    0.38% of the 13F portfolio, value $10,423,015.

    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 139,974 shares
    Change vs previous 13F +4,059 shares

    0.39% of the 13F portfolio, value $10,139,718.

    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 135,915 shares
    Change vs previous 13F -1,259 shares

    0.37% of the 13F portfolio, value $9,109,004.

    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 137,174 shares
    Change vs previous 13F +1,035 shares

    0.38% of the 13F portfolio, value $8,296,302.

    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 136,139 shares
    Change vs previous 13F -181,174 shares

    0.46% of the 13F portfolio, value $8,678,849.

    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 317,313 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $19,737,000.

    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).