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Disclosery

Sowell Financial Services LLC: DIA position timeline

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

Sowell Financial Services LLC held 16,278 DIA 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 16,278 shares
    Change vs previous 13F -579 shares

    0.28% of the 13F portfolio, value $8,503,344.

    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 16,857 shares
    Change vs previous 13F -1,060 shares

    0.29% of the 13F portfolio, value $7,807,836.

    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 17,917 shares
    Change vs previous 13F +433 shares

    0.32% of the 13F portfolio, value $8,610,360.

    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 17,484 shares
    Change vs previous 13F -179 shares

    0.31% of the 13F portfolio, value $8,108,032.

    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 17,663 shares
    Change vs previous 13F +137 shares

    0.32% of the 13F portfolio, value $7,782,982.

    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 17,526 shares
    Change vs previous 13F -376 shares

    0.33% of the 13F portfolio, value $7,358,970.

    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 17,902 shares
    Change vs previous 13F +3,740 shares

    0.4% of the 13F portfolio, value $7,617,362.

    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 14,162 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $6,010,000.

    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).