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Disclosery

Sowell Financial Services LLC: VGSH position timeline

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

Sowell Financial Services LLC held 20,870 VGSH 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 20,870 shares
    Change vs previous 13F +12,163 shares

    0.04% of the 13F portfolio, value $1,214,650.

    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 8,707 shares
    Change vs previous 13F -53 shares

    0.02% of the 13F portfolio, value $509,716.

    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 8,760 shares
    Change vs previous 13F +393 shares

    0.02% of the 13F portfolio, value $514,450.

    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 8,367 shares
    Change vs previous 13F -27,073 shares

    0.02% of the 13F portfolio, value $492,384.

    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 35,440 shares
    Change vs previous 13F +3,570 shares

    0.08% of the 13F portfolio, value $2,083,156.

    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 31,870 shares
    Change vs previous 13F +9,068 shares

    0.09% of the 13F portfolio, value $1,870,438.

    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 22,802 shares
    Change vs previous 13F +11,858 shares

    0.07% of the 13F portfolio, value $1,326,640.

    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 10,944 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $646,000.

    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).