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Sowell Financial Services LLC

SEC CIK
0001633697
Latest filing
Jul 17, 2026

WY holding history

Weyerhaeuser Co 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.

WY overviewAll 13F holders of WYFull Q2 2026 holdings

Shares (Q2 2026)
83,836
Value
$2.01M
% of portfolio
0.1%
Quarters held
21
Since Q1 2021
Holdings of WY by Sowell Financial Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202683,836$2.01M0.1%+1,430+1.7%AddedHolders
Q1 202682,406$2.01M0.1%+2,849+3.6%AddedHolders
Q4 202579,557$1.88M0.1%+4,126+5.5%AddedHolders
Q3 202575,431$1.87M0.1%−250−0.3%ReducedHolders
Q2 202575,681$1.94M0.1%+89+0.1%AddedHolders
Q1 202575,592$2.21M0.1%+2,347+3.2%AddedHolders
Q4 202473,245$2.06M0.1%−10,621−12.7%ReducedHolders
Q3 202483,866$2.84M0.1%−1,199−1.4%ReducedHolders
Q2 202485,065$2.42M0.1%−5,274−5.8%ReducedHolders
Q1 202490,339$3.24M0.2%−850−0.9%ReducedHolders
Q4 202391,189$3.17M0.2%+7,531+9.0%AddedHolders
Q3 202383,658$2.56M0.2%−551−0.7%ReducedHolders
Q2 202384,209$2.82M0.2%+16,571+24.5%AddedHolders
Q1 202367,638$2.04M0.2%−20,653−23.4%ReducedHolders
Q4 202288,291$2.74M0.2%+9,112+11.5%AddedHolders
Q3 202279,179$2.26M0.2%+4,617+6.2%AddedHolders
Q2 202274,562$2.47M0.2%+74,562NewHolders
Q1 20220$00.0%−48,585−100.0%Sold outHolders
Q4 202148,585$2.00M0.1%−22,568−31.7%ReducedHolders
Q3 202171,153$2.53M0.2%+3,161+4.6%AddedHolders
Q2 202167,992$2.34M0.2%−69,192−50.4%ReducedHolders
Q1 2021137,184$5.38M0.2%––Holders

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