Sowell Financial Services LLC
All 13F Filings
- Location
- North Little Rock, AR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 3,116,925
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/23/2026 | 1,156 | 3,116,925 | 13F-HR/A - RESTATEMENT | Sowell Financial Services LLC |
| Q3 2026 | 10/20/2026 | 1,198 | 3,609,081 | 13F-HR | Sowell Financial Services LLC |
| Q2 2026 | 7/17/2026 | 1,162 | 3,060,190 | 13F-HR | Sowell Financial Services LLC |
| Q1 2026 | 4/20/2026 | 1,123 | 2,704,031 | 13F-HR | Sowell Financial Services LLC |
| Q4 2025 | 1/21/2026 | 1,106 | 2,722,322 | 13F-HR | Sowell Financial Services LLC |
| Q3 2025 | 10/17/2025 | 1,068 | 2,606,061 | 13F-HR | Sowell Financial Services LLC |
| Q2 2025 | 7/14/2025 | 1,040 | 2,455,389 | 13F-HR | Sowell Financial Services LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.669 M | 53.7% | 0 | 27.28 K | -27.28 K |
| ETFs | 1.416 M | 45.5% | 109.9 K | 0 | 109.9 K |
| Debt | 22 K | 0.7% | 0 | 27.93 K | -27.93 K |
| Other | 3.116 K | 0.1% | 2.576 K | 0 | 2.576 K |
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Fund Snapshot
Q3 2026
Latest filed
10/23/2026
Total value ($000)
3,116,925
Holdings
1156
QoQ value change ($000)
56,735
(1.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.