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Disclosery

Sowell Financial Services LLC: FDL position timeline

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

Sowell Financial Services LLC held 10,979 FDL 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 10,979 shares
    Change vs previous 13F +155 shares

    0.02% of the 13F portfolio, value $534,223.

    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 10,824 shares
    Change vs previous 13F -1,784 shares

    0.02% of the 13F portfolio, value $549,880.

    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 12,608 shares
    Change vs previous 13F -181,770 shares

    0.02% of the 13F portfolio, value $559,055.

    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 194,378 shares
    Change vs previous 13F +188,873 shares

    0.32% of the 13F portfolio, value $8,437,931.

    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 5,505 shares
    Change vs previous 13F +52 shares

    0.01% of the 13F portfolio, value $230,483.

    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 5,453 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $236,883.

    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).