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Disclosery

Sowell Financial Services LLC: QUAL position timeline

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

Sowell Financial Services LLC held 177,723 QUAL 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 177,723 shares
    Change vs previous 13F +1,803 shares

    1.27% of the 13F portfolio, value $38,997,686.

    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 175,920 shares
    Change vs previous 13F +3,549 shares

    1.25% of the 13F portfolio, value $33,743,299.

    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 172,371 shares
    Change vs previous 13F +6,802 shares

    1.26% of the 13F portfolio, value $34,236,416.

    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 165,569 shares
    Change vs previous 13F +811 shares

    1.24% of the 13F portfolio, value $32,203,179.

    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 164,758 shares
    Change vs previous 13F -1,264 shares

    1.23% of the 13F portfolio, value $30,121,008.

    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 166,022 shares
    Change vs previous 13F +2,569 shares

    1.29% of the 13F portfolio, value $28,371,549.

    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 163,453 shares
    Change vs previous 13F -3,216 shares

    1.53% of the 13F portfolio, value $29,107,730.

    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 166,669 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $29,884,000.

    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).