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Disclosery

Sowell Financial Services LLC: IGV position timeline

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

Sowell Financial Services LLC held 18,754 IGV 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 18,754 shares
    Change vs previous 13F -8,900 shares

    0.06% of the 13F portfolio, value $1,699,143.

    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 27,654 shares
    Change vs previous 13F -2,317 shares

    0.08% of the 13F portfolio, value $2,213,689.

    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 29,971 shares
    Change vs previous 13F -145 shares

    0.12% of the 13F portfolio, value $3,167,617.

    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 30,116 shares
    Change vs previous 13F -2,114 shares

    0.13% of the 13F portfolio, value $3,463,621.

    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 32,230 shares
    Change vs previous 13F +275 shares

    0.14% of the 13F portfolio, value $3,529,166.

    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 31,955 shares
    Change vs previous 13F +9,393 shares

    0.13% of the 13F portfolio, value $2,843,660.

    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 22,562 shares
    Change vs previous 13F +250 shares

    0.12% of the 13F portfolio, value $2,258,890.

    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 22,312 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,994,000.

    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).