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Manager record

Sowell Financial Services LLC

North Little Rock, AR · CIK 1633697 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$6.73BReported 13F valueQ3 2026 · as filed
2,354Holdings listed
+119.8%vs prior quartervalue change includes market moves
6Quarters on record
Oct 23Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $2.5B$2.5BQ2 20251,040 holdingsQ3 2025: $2.6B$2.6BQ3 20251,068 holdingsQ4 2025: $2.7B$2.7BQ4 20251,106 holdingsQ1 2026: $2.7B$2.7BQ1 20261,123 holdingsQ2 2026: $3.1B$3.1BQ2 20261,162 holdingsQ3 2026: $6.7B$6.7BQ3 20262,354 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 23 2026 13F-HR/A · period Q3 2026

$3.12B · 1,156 holdings listed · amendment (restatement) · View original SEC filing ↗
Oct 20 2026 13F-HR · period Q3 2026

$3.61B · 1,198 holdings listed · View original SEC filing ↗
Jul 20 2026 13F-HR · period Q2 2026

$3.06B · 1,162 holdings listed · View original SEC filing ↗
Apr 20 2026 13F-HR · period Q1 2026

$2.70B · 1,123 holdings listed · View original SEC filing ↗
Jan 21 2026 13F-HR · period Q4 2025

$2.72B · 1,106 holdings listed · View original SEC filing ↗
Oct 17 2025 13F-HR · period Q3 2025

$2.61B · 1,068 holdings listed · View original SEC filing ↗
Jul 14 2025 13F-HR · period Q2 2025

$2.46B · 1,040 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 23, 2026 · Change methodology