Sowell Financial Services
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Sowell Financial Services’s Datavault AI DVLT Stock Holding History

Sowell Financial Services’s Portfolio DVLT Stock Details DVLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.96K Hold
19,000
– – ﹤0.01% 1198
2026
Q2 		$6.65K Hold
19,000
– – ﹤0.01% 1162
2026
Q1 		$11.7K Sell
19,000
-317
-2% -$241 ﹤0.01% 1122
2025
Q4 		$12.4K Buy
+19,317
New +$33.8K ﹤0.01% 1105

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DKM Wealth Management
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LCM Capital Management
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MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
Rydar Equities
Rydar Equities Weatherford, Texas $194M AUM 23.21% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Sowell Financial Services's DVLT Position: Q3 2026 in Review

Sowell Financial Services held its Datavault AI (DVLT) position steady in Q3 2026 at 19,000 shares worth $2.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Sowell Financial Services first reported a position in DVLT in Q4 2025 and has held it in 4 quarters since. The position peaked at $12.4K in Q4 2025. 9 funds tracked by Wall St. Rank hold DVLT as of Q3 2026.

  • Sowell Financial Services held 19,000 shares of Datavault AI worth $2.96K as of Q3 2026.
  • Sowell Financial Services left its Datavault AI share count unchanged in Q3 2026.
  • Datavault AI made up ﹤0.01% of Sowell Financial Services's portfolio in Q3 2026, its #1198 holding.
  • Sowell Financial Services first reported a position in Datavault AI in Q4 2025 and has held it in 4 quarters since.
  • Sowell Financial Services's Datavault AI position peaked at $12.4K in Q4 2025.
  • 9 funds tracked by Wall St. Rank held Datavault AI as of Q3 2026.

Based on Sowell Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.