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Disclosery

Sowell Financial Services LLC: VNQ position timeline

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

Sowell Financial Services LLC held 10,938 VNQ 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 10,938 shares
    Change vs previous 13F +238 shares

    0.03% of the 13F portfolio, value $1,054,772.

    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 10,700 shares
    Change vs previous 13F -699 shares

    0.04% of the 13F portfolio, value $949,064.

    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 11,399 shares
    Change vs previous 13F +2,996 shares

    0.04% of the 13F portfolio, value $1,008,662.

    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 8,403 shares
    Change vs previous 13F -2,362 shares

    0.03% of the 13F portfolio, value $768,229.

    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 10,765 shares
    Change vs previous 13F -144 shares

    0.04% of the 13F portfolio, value $958,737.

    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 10,909 shares
    Change vs previous 13F +413 shares

    0.04% of the 13F portfolio, value $987,745.

    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 10,496 shares
    Change vs previous 13F -37,932 shares

    0.05% of the 13F portfolio, value $934,995.

    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 48,428 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,757,000.

    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).