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CIK 0001633697 • 7 13F filings • Apr 17, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("sowell-financial-services-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001633697-25-000010 |
| $2.61B |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001633697-26-000004 | $3.06B | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001633697-25-000007 | $2.46B | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001633697-26-000003 | $2.70B | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001633697-25-000006 | $2.20B | View |