Filer Snapshot

Sowell Financial Services LLC

CIK 0001633697. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

41

Latest Filing

20 Apr 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 20 Apr 2026 for CIK 0001633697.

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Business address
5320 Northshore Drive, North Little Rock, AR, 72118
Top securities (13F)
AAPL, NVDA, QQQ, SPY, IVV, MSFT, AMZN, WLDR, JAAA, QUAL, BRKB, GOOGL, RWLC, AGGH, AGG, IEFA, GOOG, JPM, META, and COST
State of incorporation
AR
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Sowell Financial Services LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $2.7B across 1,123 reported holdings for Q1 2026.
  • Largest parsed 13F holding: AAPL at $108.21M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,123 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 20 Apr 2026

AAPL

4%

Apple Inc

$108.21M

NVDA

2.6%

Nvidia Corporation

$70.14M

QQQ

2.6%

Invesco Qqq Tr

$69.66M

SPY

2.1%

State Str Spdr S&P 500 Etf T

$57.54M

IVV

2.1%

Ishares Tr

$57.13M

Latest update

What changed recently for Sowell Financial Services LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

20 Apr 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 20 Apr 2026.

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Benchmark Context

Benchmark context for this company

Sowell Financial Services LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Sowell Financial Services LLC has filed 41 SEC EDGAR filings since 27 Feb 2017. Common forms include 13F-HR, N-PX, D.

Sowell Financial Services LLC SEC filings Sowell Financial Services LLC 13F portfolio

Latest Filings

Recent SEC filings for Sowell Financial Services LLC with direct links to document and filing folders.

13F-HR File 028-17985

13F-HR filing

Filing date
20 Apr 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
21 Jan 2026
Reporting date
31 Dec 2025
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13F-HR File 028-17985

13F-HR filing

Filing date
17 Oct 2025
Reporting date
30 Sep 2025
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N-PX File 028-17985

N-PX filing

Filing date
14 Jul 2025
Reporting date
30 Jun 2025
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13F-HR File 028-17985

13F-HR filing

Filing date
14 Jul 2025
Reporting date
30 Jun 2025
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
17 Apr 2025
Reporting date
31 Mar 2025
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
07 Feb 2025
Reporting date
31 Dec 2024
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
04 Oct 2024
Reporting date
30 Sep 2024
SEC evidence
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N-PX File 028-17985

N-PX filing

Filing date
19 Sep 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
13 Aug 2024
Reporting date
30 Jun 2024
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
03 May 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
24 Jan 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
08 Nov 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
14 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
12 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
09 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
15 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
15 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
13 May 2022
Reporting date
31 Mar 2022
SEC evidence
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D File 021-435795

D filing

Filing date
03 Mar 2022
Reporting date
Not listed
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
09 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
04 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
05 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
07 May 2021
Reporting date
31 Mar 2021
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
13 Jan 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
12 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
13 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
12 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
07 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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D File 021-355410

D filing

Filing date
12 Dec 2019
Reporting date
Not listed
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
14 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
15 May 2019
Reporting date
31 Mar 2019
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
05 Mar 2019
Reporting date
31 Dec 2018
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
13 Nov 2018
Reporting date
30 Sep 2018
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
14 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
10 May 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
29 Jan 2018
Reporting date
31 Dec 2017
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
07 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
14 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
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13F-HR File 028-17985

13F-HR filing

Filing date
31 May 2017
Reporting date
31 Mar 2017
SEC evidence
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13F-HR File 028-17985

13F-HR filing

Filing date
27 Feb 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
Next action
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About this filer

Sowell Financial Services LLC files with the SEC under CIK 0001633697. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.
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