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Disclosery

Sowell Financial Services LLC: WFC position timeline

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

Sowell Financial Services LLC held 103,291 WFC 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 103,291 shares
    Change vs previous 13F +56 shares

    0.28% of the 13F portfolio, value $8,535,941.

    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 103,235 shares
    Change vs previous 13F -2,880 shares

    0.3% of the 13F portfolio, value $8,218,500.

    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 106,115 shares
    Change vs previous 13F -2,234 shares

    0.36% of the 13F portfolio, value $9,889,946.

    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 108,349 shares
    Change vs previous 13F -2,144 shares

    0.35% of the 13F portfolio, value $9,081,807.

    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 110,493 shares
    Change vs previous 13F -696 shares

    0.36% of the 13F portfolio, value $8,852,671.

    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 111,189 shares
    Change vs previous 13F -756 shares

    0.36% of the 13F portfolio, value $7,982,252.

    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 111,945 shares
    Change vs previous 13F -10,233 shares

    0.41% of the 13F portfolio, value $7,863,034.

    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 122,178 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,902,000.

    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).