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Sowell Financial Services LLC: FESM position timeline

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

Sowell Financial Services LLC held 52,046 FESM 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 52,046 shares
    Change vs previous 13F +12,447 shares

    0.08% of the 13F portfolio, value $2,513,297.

    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 39,599 shares
    Change vs previous 13F +7,150 shares

    0.06% of the 13F portfolio, value $1,504,770.

    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 32,449 shares
    Change vs previous 13F +6,831 shares

    0.05% of the 13F portfolio, value $1,225,921.

    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 25,618 shares
    Change vs previous 13F +9,247 shares

    0.04% of the 13F portfolio, value $936,597.

    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 16,371 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $523,719.

    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).