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Disclosery

Sowell Financial Services LLC: FVD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sowell Financial Services LLC on FVD, newest first. How the timeline and the estimate are built.

Sowell Financial Services LLC held 26,546 FVD shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,546 shares
    Change vs previous 13F -3,148 shares

    0.04% of the 13F portfolio, value $1,278,995.

    13F-HR 0001633697-26-000004 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 29,694 shares
    Change vs previous 13F -1,706 shares

    0.05% of the 13F portfolio, value $1,396,518.

    13F-HR 0001633697-26-000003 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,400 shares
    Change vs previous 13F +343 shares

    0.05% of the 13F portfolio, value $1,446,911.

    13F-HR 0001633697-26-000002 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 31,057 shares
    Change vs previous 13F -285 shares

    0.06% of the 13F portfolio, value $1,436,069.

    13F-HR 0001633697-25-000010 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 31,342 shares
    Change vs previous 13F -3,486 shares

    0.06% of the 13F portfolio, value $1,401,009.

    13F-HR 0001633697-25-000007 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,828 shares
    Change vs previous 13F -3,964 shares

    0.07% of the 13F portfolio, value $1,552,984.

    13F-HR 0001633697-25-000006 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 38,792 shares
    Change vs previous 13F -1,374 shares

    0.09% of the 13F portfolio, value $1,692,871.

    13F-HR 0001633697-25-000003 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 40,166 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,827,000.

    13F-HR 0001633697-24-000005 filed by Sowell Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).