Skip to content
Disclosery

Sowell Financial Services LLC: VHT position timeline

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

Sowell Financial Services LLC held 1,353 VHT 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 1,353 shares
    Change vs previous 13F -461 shares

    0.01% of the 13F portfolio, value $404,584.

    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 1,814 shares
    Change vs previous 13F -27 shares

    0.02% of the 13F portfolio, value $494,049.

    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 1,841 shares
    Change vs previous 13F +611 shares

    0.02% of the 13F portfolio, value $529,936.

    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 1,230 shares
    Change vs previous 13F -195 shares

    0.01% of the 13F portfolio, value $319,409.

    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 1,425 shares
    Change vs previous 13F +8 shares

    0.01% of the 13F portfolio, value $353,938.

    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 1,417 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $375,083.

    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).