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Disclosery

Sowell Financial Services LLC: IVV position timeline

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

Sowell Financial Services LLC held 79,523 IVV 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 79,523 shares
    Change vs previous 13F -7,942 shares

    1.95% of the 13F portfolio, value $59,554,293.

    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 87,465 shares
    Change vs previous 13F -5,202 shares

    2.11% of the 13F portfolio, value $57,132,759.

    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 92,667 shares
    Change vs previous 13F +8,503 shares

    2.33% of the 13F portfolio, value $63,471,417.

    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 84,164 shares
    Change vs previous 13F -2,029 shares

    2.16% of the 13F portfolio, value $56,331,300.

    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 86,193 shares
    Change vs previous 13F -1,178 shares

    2.18% of the 13F portfolio, value $53,517,240.

    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 87,371 shares
    Change vs previous 13F +8,613 shares

    2.23% of the 13F portfolio, value $49,093,858.

    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 78,758 shares
    Change vs previous 13F -15,598 shares

    2.44% of the 13F portfolio, value $46,363,545.

    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 94,356 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $54,426,000.

    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).