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Disclosery

Sowell Financial Services LLC: FDVV position timeline

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

Sowell Financial Services LLC held 44,704 FDVV 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 44,704 shares
    Change vs previous 13F -243 shares

    0.09% of the 13F portfolio, value $2,695,208.

    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 44,947 shares
    Change vs previous 13F +7,340 shares

    0.09% of the 13F portfolio, value $2,482,853.

    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 37,607 shares
    Change vs previous 13F +5,240 shares

    0.08% of the 13F portfolio, value $2,131,937.

    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 32,367 shares
    Change vs previous 13F +12,464 shares

    0.07% of the 13F portfolio, value $1,803,161.

    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 19,903 shares
    Change vs previous 13F +4,214 shares

    0.04% of the 13F portfolio, value $1,035,331.

    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 15,689 shares
    Change vs previous 13F +701 shares

    0.04% of the 13F portfolio, value $778,181.

    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 14,988 shares
    Change vs previous 13F -145 shares

    0.04% of the 13F portfolio, value $748,494.

    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 15,133 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $766,000.

    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).