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Disclosery

Sowell Financial Services LLC: TQQQ position timeline

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

Sowell Financial Services LLC held 47,004 TQQQ 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 47,004 shares
    Change vs previous 13F +11,185 shares

    0.12% of the 13F portfolio, value $3,807,357.

    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 35,819 shares
    Change vs previous 13F -4,775 shares

    0.06% of the 13F portfolio, value $1,492,952.

    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 40,594 shares
    Change vs previous 13F +20,147 shares

    0.08% of the 13F portfolio, value $2,140,135.

    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 20,447 shares
    Change vs previous 13F +630 shares

    0.08% of the 13F portfolio, value $2,114,239.

    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 19,817 shares
    Change vs previous 13F -350 shares

    0.07% of the 13F portfolio, value $1,644,825.

    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 20,167 shares
    Change vs previous 13F +1,529 shares

    0.05% of the 13F portfolio, value $1,155,578.

    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 18,638 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,474,795.

    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).