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Disclosery

Sowell Financial Services LLC: IWV position timeline

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

Sowell Financial Services LLC held 13,867 IWV 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 13,867 shares
    Change vs previous 13F -164 shares

    0.19% of the 13F portfolio, value $5,912,676.

    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 14,031 shares
    Change vs previous 13F +487 shares

    0.19% of the 13F portfolio, value $5,201,113.

    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 13,544 shares
    Change vs previous 13F +877 shares

    0.19% of the 13F portfolio, value $5,239,304.

    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 12,667 shares
    Change vs previous 13F +27 shares

    0.18% of the 13F portfolio, value $4,800,038.

    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 12,640 shares
    Change vs previous 13F -1,348 shares

    0.18% of the 13F portfolio, value $4,436,563.

    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 13,988 shares
    Change vs previous 13F +632 shares

    0.2% of the 13F portfolio, value $4,443,147.

    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 13,356 shares
    Change vs previous 13F +1,237 shares

    0.23% of the 13F portfolio, value $4,464,395.

    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 12,119 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $3,960,000.

    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).