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Disclosery

Sowell Financial Services LLC: IVW position timeline

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

Sowell Financial Services LLC held 49,405 IVW 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 49,405 shares
    Change vs previous 13F +2,455 shares

    0.22% of the 13F portfolio, value $6,794,721.

    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 46,950 shares
    Change vs previous 13F +170 shares

    0.2% of the 13F portfolio, value $5,310,485.

    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 46,780 shares
    Change vs previous 13F +457 shares

    0.21% of the 13F portfolio, value $5,766,132.

    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 46,323 shares
    Change vs previous 13F -115 shares

    0.21% of the 13F portfolio, value $5,592,133.

    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 46,438 shares
    Change vs previous 13F +163 shares

    0.21% of the 13F portfolio, value $5,112,797.

    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 46,275 shares
    Change vs previous 13F +1,158 shares

    0.2% of the 13F portfolio, value $4,295,734.

    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 45,117 shares
    Change vs previous 13F +4,738 shares

    0.24% of the 13F portfolio, value $4,580,710.

    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 40,379 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,866,000.

    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).