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Disclosery

Sowell Financial Services LLC: SOFI position timeline

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

Sowell Financial Services LLC held 42,378 SOFI 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 42,378 shares
    Change vs previous 13F +4,613 shares

    0.02% of the 13F portfolio, value $759,838.

    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 37,765 shares
    Change vs previous 13F +21,890 shares

    0.02% of the 13F portfolio, value $599,713.

    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 15,875 shares
    Change vs previous 13F +1,994 shares

    0.02% of the 13F portfolio, value $415,608.

    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 13,881 shares
    Change vs previous 13F -6,954 shares

    0.01% of the 13F portfolio, value $366,736.

    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 20,835 shares
    Change vs previous 13F -1,458 shares

    0.02% of the 13F portfolio, value $379,405.

    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 22,293 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $259,268.

    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).