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Disclosery

Sowell Financial Services LLC: V position timeline

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

Sowell Financial Services LLC held 42,782 V 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 42,782 shares
    Change vs previous 13F +1,315 shares

    0.48% of the 13F portfolio, value $14,677,963.

    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 41,467 shares
    Change vs previous 13F +2,865 shares

    0.46% of the 13F portfolio, value $12,533,120.

    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 38,602 shares
    Change vs previous 13F -366 shares

    0.5% of the 13F portfolio, value $13,538,028.

    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 38,968 shares
    Change vs previous 13F -63 shares

    0.51% of the 13F portfolio, value $13,302,752.

    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 39,031 shares
    Change vs previous 13F -253 shares

    0.56% of the 13F portfolio, value $13,858,035.

    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 39,284 shares
    Change vs previous 13F -2,439 shares

    0.63% of the 13F portfolio, value $13,767,496.

    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 41,723 shares
    Change vs previous 13F +10,506 shares

    0.69% of the 13F portfolio, value $13,186,091.

    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 31,217 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $8,583,000.

    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).