Sowell Financial Services LLC: FLDR position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on FLDR, newest first. How the timeline and the estimate are built.
Sowell Financial Services LLC held 185,411 FLDR shares at 2026-06-30 per its 13F-HR filed 2026-07-20.
the latest 13F is the newest step
- period ended2026-06-3013F 185,411 sharesChange vs previous 13F +36,848 shares
0.3% of the 13F portfolio, value $9,290,948.
13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 148,563 sharesChange vs previous 13F +90,698 shares
0.27% of the 13F portfolio, value $7,435,596.
13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 57,865 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $2,906,569.
13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).