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Disclosery

Sowell Financial Services LLC: FLOT position timeline

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

Sowell Financial Services LLC held 73,923 FLOT 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 73,923 shares
    Change vs previous 13F +8,192 shares

    0.12% of the 13F portfolio, value $3,773,779.

    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 65,731 shares
    Change vs previous 13F +548 shares

    0.12% of the 13F portfolio, value $3,349,016.

    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 65,183 shares
    Change vs previous 13F +28,156 shares

    0.12% of the 13F portfolio, value $3,315,192.

    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 37,027 shares
    Change vs previous 13F -32,294 shares

    0.07% of the 13F portfolio, value $1,891,522.

    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 69,321 shares
    Change vs previous 13F +20,231 shares

    0.14% of the 13F portfolio, value $3,536,758.

    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 49,090 shares
    Change vs previous 13F +3,187 shares

    0.11% of the 13F portfolio, value $2,506,026.

    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 45,903 shares
    Change vs previous 13F +7,732 shares

    0.12% of the 13F portfolio, value $2,335,558.

    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 38,171 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,948,000.

    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).