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Disclosery

Sowell Financial Services LLC: WLDR position timeline

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

Sowell Financial Services LLC held 1,190,369 WLDR 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 1,190,369 shares
    Change vs previous 13F +110,767 shares

    1.81% of the 13F portfolio, value $55,319,326.

    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 1,079,602 shares
    Change vs previous 13F +18,576 shares

    1.48% of the 13F portfolio, value $40,150,389.

    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 1,061,026 shares
    Change vs previous 13F +100,103 shares

    1.39% of the 13F portfolio, value $37,751,532.

    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 960,923 shares
    Change vs previous 13F +44,103 shares

    1.37% of the 13F portfolio, value $35,616,620.

    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 916,820 shares
    Change vs previous 13F +55,865 shares

    1.24% of the 13F portfolio, value $30,507,812.

    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 860,955 shares
    Change vs previous 13F +95,322 shares

    1.13% of the 13F portfolio, value $24,895,205.

    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 765,633 shares
    Change vs previous 13F +71,430 shares

    1.19% of the 13F portfolio, value $22,653,852.

    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 694,203 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $22,961,000.

    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).