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Disclosery

Sowell Financial Services LLC: QEFA position timeline

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

Sowell Financial Services LLC held 5,826 QEFA 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 5,826 shares
    Change vs previous 13F -521 shares

    0.02% of the 13F portfolio, value $559,343.

    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 6,347 shares
    Change vs previous 13F -11 shares

    0.02% of the 13F portfolio, value $591,964.

    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 6,358 shares
    Change vs previous 13F -43 shares

    0.02% of the 13F portfolio, value $576,436.

    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 6,401 shares
    Change vs previous 13F -501 shares

    0.02% of the 13F portfolio, value $562,736.

    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 6,902 shares
    Change vs previous 13F -1,473 shares

    0.02% of the 13F portfolio, value $588,998.

    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 8,375 shares
    Change vs previous 13F -100,791 shares

    0.03% of the 13F portfolio, value $661,229.

    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 109,166 shares
    Change vs previous 13F +19,780 shares

    0.42% of the 13F portfolio, value $7,915,591.

    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 89,386 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $7,194,000.

    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).