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Disclosery

Sowell Financial Services LLC: QQQM position timeline

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

Sowell Financial Services LLC held 43,734 QQQM 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 43,734 shares
    Change vs previous 13F +282 shares

    0.43% of the 13F portfolio, value $13,250,124.

    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 43,452 shares
    Change vs previous 13F +2,657 shares

    0.38% of the 13F portfolio, value $10,325,170.

    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 40,795 shares
    Change vs previous 13F +3,848 shares

    0.38% of the 13F portfolio, value $10,317,803.

    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 36,947 shares
    Change vs previous 13F +7,247 shares

    0.35% of the 13F portfolio, value $9,130,263.

    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 29,700 shares
    Change vs previous 13F +2,580 shares

    0.27% of the 13F portfolio, value $6,744,980.

    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 27,120 shares
    Change vs previous 13F -4,601 shares

    0.24% of the 13F portfolio, value $5,234,728.

    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 31,721 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $6,675,716.

    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).