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Disclosery

Sowell Financial Services LLC: PLTR position timeline

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

Sowell Financial Services LLC held 77,499 PLTR 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 77,499 shares
    Change vs previous 13F +816 shares

    0.3% of the 13F portfolio, value $9,041,768.

    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 76,683 shares
    Change vs previous 13F +4,186 shares

    0.41% of the 13F portfolio, value $11,217,125.

    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 72,497 shares
    Change vs previous 13F -6,975 shares

    0.47% of the 13F portfolio, value $12,886,353.

    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 79,472 shares
    Change vs previous 13F +2,046 shares

    0.56% of the 13F portfolio, value $14,497,249.

    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 77,426 shares
    Change vs previous 13F +15,336 shares

    0.43% of the 13F portfolio, value $10,554,735.

    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 62,090 shares
    Change vs previous 13F +6,180 shares

    0.24% of the 13F portfolio, value $5,240,397.

    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 55,910 shares
    Change vs previous 13F +32,831 shares

    0.22% of the 13F portfolio, value $4,228,488.

    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 23,079 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $859,000.

    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).