Sowell Financial Services LLC DSU — BLACKROCK DEBT STRAT FD INC COM NEW

Ownership history in Sowell Financial Services LLC  ·  28 quarters on record

AI Ownership Summary

Sowell Financial Services LLC reported BLACKROCK DEBT STRAT FD INC COM NEW (DSU) in 28 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows DSU at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DSU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sowell Financial Services LLC's position in BLACKROCK DEBT STRAT FD INC COM NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

DSU was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DSU stock page Sowell Financial Services LLC fund profile Sowell Financial Services LLC full holdings
How Sowell Financial Services LLC held DSU — position size vs. price
% of Fund (quarterly)    DSU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 19,311 — 0% 0.01% $187K 2026-07-20 $9.52
2026 Q1 UNCHANGED — — — 19,311 — 0% 0.01% $185K 2026-04-20 $9.58
2025 Q4 UNCHANGED — — — 19,311 — 0% 0.01% $197K 2026-01-21 $9.57
2025 Q3 REDUCED 5.4% -1.0% ✅ 19,311 -1,100 -5.4% 0.01% $205K 2025-10-17 $9.28
2025 Q2 REDUCED 24.4% +2.1% ❌ 20,411 -6,600 -24.4% 0.01% $216K 2025-07-14 $9.37
2025 Q1 REDUCED — — — 27,011 -367 -1.3% 0.01% $282K 2025-04-17 $8.56
2024 Q4 REDUCED 33.1% -0.2% ✅ 27,378 -13,533 -33.1% 0.02% $295K 2025-02-07 $9.00
2024 Q3 UNCHANGED — — — 40,911 — 0% 0.02% $451K 2024-10-04 $8.96
2024 Q2 UNCHANGED — — — 40,911 — 0% 0.02% $443K 2024-08-13 $8.64
2024 Q1 UNCHANGED — — — 40,911 — 0% 0.02% $452K 2024-05-03 $8.37
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DSU

As of 2026 Q2 — sorted by position size

PMG Family Office LLC 1.5% Smith Asset Management Co., LLC 1.48% Bison Wealth, LLC 0.17% Strong Retirement Solutions LLC 0.15% Nepsis Inc. 3Y 7Y 0.1% Register Financial Advisors LLC 3Y 0.08% SeaCrest Wealth Management, LLC 3Y 7Y 0.03% Darwin Wealth Management, LLC 3Y 7Y 0.03% Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3Y 7Y 0.01% Cornerstone Wealth Management, LLC 3Y 7Y 0.01%

FAQ About Sowell Financial Services LLC and DSU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sowell Financial Services LLC reported owning DSU?

Sowell Financial Services LLC reported DSU across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported DSU position in Sowell Financial Services LLC's portfolio?

The largest reported portfolio weight for DSU was 0.02% in 2024 Q1.

What is the latest reported DSU position on this page?

The most recent filing on this page is 2026 Q2, when Sowell Financial Services LLC reported 19,311 shares, equal to 0.01% of portfolio, with an estimated market value of $187K.

What does the chart on this DSU ownership page compare?

The chart compares Sowell Financial Services LLC's quarterly DSU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sowell Financial Services LLC time their DSU position?

Based on 13F filing dates vs. subsequent DSU price moves, Sowell Financial Services LLC correctly timed 11 out of 20 reported position changes (55%). The annualised alpha on DSU relative to SPY over the holding period was -6.7%.

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