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Disclosery

Sowell Financial Services LLC: VGIT position timeline

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

Sowell Financial Services LLC held 56,703 VGIT 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 56,703 shares
    Change vs previous 13F +7,720 shares

    0.11% of the 13F portfolio, value $3,344,320.

    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 48,983 shares
    Change vs previous 13F +7,113 shares

    0.11% of the 13F portfolio, value $2,916,942.

    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 41,870 shares
    Change vs previous 13F -512 shares

    0.09% of the 13F portfolio, value $2,509,278.

    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 42,382 shares
    Change vs previous 13F +20,094 shares

    0.1% of the 13F portfolio, value $2,544,218.

    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 22,288 shares
    Change vs previous 13F +2,930 shares

    0.05% of the 13F portfolio, value $1,333,070.

    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 19,358 shares
    Change vs previous 13F +6,061 shares

    0.05% of the 13F portfolio, value $1,149,892.

    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 13,297 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $771,206.

    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).