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Disclosery

Sowell Financial Services LLC: VIG position timeline

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

Sowell Financial Services LLC held 32,128 VIG 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 32,128 shares
    Change vs previous 13F -812 shares

    0.25% of the 13F portfolio, value $7,602,181.

    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 32,940 shares
    Change vs previous 13F -831 shares

    0.26% of the 13F portfolio, value $7,084,053.

    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 33,771 shares
    Change vs previous 13F +721 shares

    0.27% of the 13F portfolio, value $7,422,110.

    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 33,050 shares
    Change vs previous 13F +2,566 shares

    0.27% of the 13F portfolio, value $7,131,871.

    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 30,484 shares
    Change vs previous 13F +1,297 shares

    0.25% of the 13F portfolio, value $6,239,229.

    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 29,187 shares
    Change vs previous 13F -2,065 shares

    0.26% of the 13F portfolio, value $5,661,959.

    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 31,252 shares
    Change vs previous 13F -602 shares

    0.32% of the 13F portfolio, value $6,120,140.

    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 31,854 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $6,336,000.

    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).