Sowell Financial Services LLC: DRI position timeline

Sowell Financial Services LLC held 12,178 DRI 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 12,178 shares

   Change vs previous 13F +582 shares

   0.08% of the 13F portfolio, value $2,508,870.

   13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 11,596 shares

   Change vs previous 13F +661 shares

   0.08% of the 13F portfolio, value $2,273,214.

   13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 10,935 shares

   Change vs previous 13F +266 shares

   0.07% of the 13F portfolio, value $2,012,298.

   13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
   Filed 2026-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 10,669 shares

   Change vs previous 13F +391 shares

   0.08% of the 13F portfolio, value $2,031,016.

   13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 10,278 shares

   Change vs previous 13F -324 shares

   0.09% of the 13F portfolio, value $2,240,279.

   13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
   Filed 2025-07-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 10,602 shares

   Change vs previous 13F +10,602 shares

   0.1% of the 13F portfolio, value $2,202,603.

   13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
   Filed 2024-10-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.