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Disclosery

Sowell Financial Services LLC: USFR position timeline

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

Sowell Financial Services LLC held 46,693 USFR 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 46,693 shares
    Change vs previous 13F -1,907 shares

    0.08% of the 13F portfolio, value $2,351,017.

    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 48,600 shares
    Change vs previous 13F -307 shares

    0.09% of the 13F portfolio, value $2,446,509.

    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 48,907 shares
    Change vs previous 13F +165 shares

    0.09% of the 13F portfolio, value $2,460,982.

    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 48,742 shares
    Change vs previous 13F +4,621 shares

    0.09% of the 13F portfolio, value $2,450,261.

    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 44,121 shares
    Change vs previous 13F -8,041 shares

    0.09% of the 13F portfolio, value $2,219,716.

    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 52,162 shares
    Change vs previous 13F +1,003 shares

    0.12% of the 13F portfolio, value $2,625,313.

    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 51,159 shares
    Change vs previous 13F +3,057 shares

    0.14% of the 13F portfolio, value $2,574,321.

    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 48,102 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $2,416,000.

    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).