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Sowell Financial Services LLC: META position timeline

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

Sowell Financial Services LLC held 37,116 META 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 37,116 shares
    Change vs previous 13F +3,597 shares

    0.68% of the 13F portfolio, value $20,906,980.

    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 33,519 shares
    Change vs previous 13F +4,270 shares

    0.71% of the 13F portfolio, value $19,177,124.

    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 29,249 shares
    Change vs previous 13F +379 shares

    0.71% of the 13F portfolio, value $19,307,186.

    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 28,870 shares
    Change vs previous 13F -4,457 shares

    0.81% of the 13F portfolio, value $21,201,191.

    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 33,327 shares
    Change vs previous 13F +8,346 shares

    1% of the 13F portfolio, value $24,598,645.

    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 24,981 shares
    Change vs previous 13F +3,157 shares

    0.66% of the 13F portfolio, value $14,398,204.

    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 21,824 shares
    Change vs previous 13F -3,264 shares

    0.67% of the 13F portfolio, value $12,777,944.

    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 25,088 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $14,361,000.

    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).