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Disclosery

Sowell Financial Services LLC: DOW position timeline

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

Sowell Financial Services LLC held 84,350 DOW 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 84,350 shares
    Change vs previous 13F +755 shares

    0.08% of the 13F portfolio, value $2,307,807.

    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 83,595 shares
    Change vs previous 13F +1,492 shares

    0.13% of the 13F portfolio, value $3,481,738.

    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 82,103 shares
    Change vs previous 13F +1,732 shares

    0.07% of the 13F portfolio, value $1,919,575.

    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 80,371 shares
    Change vs previous 13F -7,545 shares

    0.07% of the 13F portfolio, value $1,842,901.

    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 87,916 shares
    Change vs previous 13F -15,761 shares

    0.09% of the 13F portfolio, value $2,328,012.

    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 103,677 shares
    Change vs previous 13F +2,107 shares

    0.16% of the 13F portfolio, value $3,620,404.

    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 101,570 shares
    Change vs previous 13F +26,389 shares

    0.21% of the 13F portfolio, value $4,076,003.

    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 75,181 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $4,107,000.

    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).