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Disclosery

Sowell Financial Services LLC: HD position timeline

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

Sowell Financial Services LLC held 18,331 HD 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 18,331 shares
    Change vs previous 13F -1,544 shares

    0.21% of the 13F portfolio, value $6,465,065.

    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 19,875 shares
    Change vs previous 13F -281 shares

    0.24% of the 13F portfolio, value $6,536,658.

    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 20,156 shares
    Change vs previous 13F +1,836 shares

    0.25% of the 13F portfolio, value $6,935,789.

    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 18,320 shares
    Change vs previous 13F +1,039 shares

    0.28% of the 13F portfolio, value $7,423,122.

    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 17,281 shares
    Change vs previous 13F +3,465 shares

    0.26% of the 13F portfolio, value $6,335,930.

    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 13,816 shares
    Change vs previous 13F +299 shares

    0.23% of the 13F portfolio, value $5,063,577.

    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 13,517 shares
    Change vs previous 13F -2,302 shares

    0.28% of the 13F portfolio, value $5,258,058.

    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 15,819 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $6,410,000.

    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).