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Disclosery

Sowell Financial Services LLC: EFV position timeline

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

Sowell Financial Services LLC held 24,196 EFV 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 24,196 shares
    Change vs previous 13F -8,595 shares

    0.06% of the 13F portfolio, value $1,852,229.

    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 32,791 shares
    Change vs previous 13F -4,718 shares

    0.09% of the 13F portfolio, value $2,437,999.

    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 37,509 shares
    Change vs previous 13F -999 shares

    0.1% of the 13F portfolio, value $2,678,511.

    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 38,508 shares
    Change vs previous 13F -3,426 shares

    0.1% of the 13F portfolio, value $2,611,990.

    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 41,934 shares
    Change vs previous 13F +6,568 shares

    0.11% of the 13F portfolio, value $2,661,963.

    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 35,366 shares
    Change vs previous 13F -3,896 shares

    0.09% of the 13F portfolio, value $2,084,497.

    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 39,262 shares
    Change vs previous 13F +4,548 shares

    0.11% of the 13F portfolio, value $2,060,095.

    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 34,714 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,997,000.

    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).