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Disclosery

Sowell Financial Services LLC: F position timeline

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

Sowell Financial Services LLC held 415,366 F 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 415,366 shares
    Change vs previous 13F +11,895 shares

    0.19% of the 13F portfolio, value $5,773,591.

    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 403,471 shares
    Change vs previous 13F +84,462 shares

    0.17% of the 13F portfolio, value $4,656,055.

    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 319,009 shares
    Change vs previous 13F +24,659 shares

    0.15% of the 13F portfolio, value $4,185,392.

    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 294,350 shares
    Change vs previous 13F +3,797 shares

    0.14% of the 13F portfolio, value $3,520,430.

    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 290,553 shares
    Change vs previous 13F -40,332 shares

    0.13% of the 13F portfolio, value $3,152,497.

    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 330,885 shares
    Change vs previous 13F +34,472 shares

    0.15% of the 13F portfolio, value $3,318,777.

    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 296,413 shares
    Change vs previous 13F +11,358 shares

    0.15% of the 13F portfolio, value $2,934,490.

    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 285,055 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $3,010,000.

    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).