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Disclosery

Sowell Financial Services LLC: VCSH position timeline

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

Sowell Financial Services LLC held 32,344 VCSH 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 32,344 shares
    Change vs previous 13F -964 shares

    0.08% of the 13F portfolio, value $2,556,126.

    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 33,308 shares
    Change vs previous 13F +2,293 shares

    0.1% of the 13F portfolio, value $2,640,290.

    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 31,015 shares
    Change vs previous 13F +1,340 shares

    0.09% of the 13F portfolio, value $2,472,811.

    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 29,675 shares
    Change vs previous 13F +1,752 shares

    0.09% of the 13F portfolio, value $2,371,905.

    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 27,923 shares
    Change vs previous 13F -675 shares

    0.09% of the 13F portfolio, value $2,219,867.

    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 28,598 shares
    Change vs previous 13F +5,731 shares

    0.1% of the 13F portfolio, value $2,257,509.

    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 22,867 shares
    Change vs previous 13F -134,660 shares

    0.09% of the 13F portfolio, value $1,783,880.

    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 157,527 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $12,511,000.

    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).