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Disclosery

Sowell Financial Services LLC: FNDA position timeline

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

Sowell Financial Services LLC held 104,966 FNDA 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 104,966 shares
    Change vs previous 13F -2,342 shares

    0.13% of the 13F portfolio, value $3,995,023.

    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 107,308 shares
    Change vs previous 13F -7,551 shares

    0.13% of the 13F portfolio, value $3,479,986.

    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 114,859 shares
    Change vs previous 13F +343 shares

    0.13% of the 13F portfolio, value $3,619,222.

    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 114,516 shares
    Change vs previous 13F +1,163 shares

    0.14% of the 13F portfolio, value $3,568,326.

    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 113,353 shares
    Change vs previous 13F -1,064 shares

    0.13% of the 13F portfolio, value $3,247,565.

    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 114,417 shares
    Change vs previous 13F -119 shares

    0.14% of the 13F portfolio, value $3,133,882.

    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 114,536 shares
    Change vs previous 13F +64,803 shares

    0.18% of the 13F portfolio, value $3,401,712.

    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 49,733 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $2,963,000.

    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).