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Livermore
Livermore
ZHEN

Sowell Financial Services LLC

SEC CIK
0001633697
Latest filing
Jul 17, 2026

SPE holding history

Special Opportunities Fund, Inc. in every 13F filed by Sowell Financial Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPE overviewAll 13F holders of SPEFull Q2 2026 holdings

Shares (Q2 2026)
17,933
Value
$241.6K
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of SPE by Sowell Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202617,933$241.6K<0.1%00.0%UnchangedHolders
Q1 202617,933$246.8K<0.1%+564+3.2%AddedHolders
Q4 202517,369$255.2K<0.1%00.0%UnchangedHolders
Q3 202517,369$269.2K<0.1%00.0%UnchangedHolders
Q2 202517,369$269.0K<0.1%00.0%UnchangedHolders
Q1 202517,369$260.9K<0.1%00.0%UnchangedHolders
Q4 202417,369$254.1K<0.1%00.0%UnchangedHolders
Q3 202417,369$242.0K<0.1%00.0%UnchangedHolders
Q2 202417,369$227.0K<0.1%00.0%UnchangedHolders
Q1 202417,369$220.0K<0.1%−1,058−5.7%ReducedHolders
Q4 202318,427$219.0K<0.1%−2,623−12.5%ReducedHolders
Q3 202321,050$230.0K<0.1%+21,050NewHolders
Q2 20230$00.0%−17,369−100.0%Sold outHolders
Q1 202317,369$190.0K<0.1%+17,369NewHolders
Q3 20220$00.0%−17,369−100.0%Sold outHolders
Q2 202217,369$215.0K<0.1%+17,369NewHolders
Q1 20220$00.0%−17,369−100.0%Sold outHolders
Q4 202117,369$268.0K<0.1%00.0%UnchangedHolders
Q3 202117,369$267.0K<0.1%00.0%UnchangedHolders
Q2 202117,369$263.0K<0.1%00.0%UnchangedHolders
Q1 202117,369$262.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.