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Sowell Financial Services LLC: VO position timeline

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

Sowell Financial Services LLC held 124,472 VO 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 124,472 shares
    Change vs previous 13F +94,644 shares

    0.33% of the 13F portfolio, value $10,028,685.

    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 29,828 shares
    Change vs previous 13F +451 shares

    0.32% of the 13F portfolio, value $8,565,894.

    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 29,377 shares
    Change vs previous 13F +555 shares

    0.31% of the 13F portfolio, value $8,525,799.

    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 28,822 shares
    Change vs previous 13F +319 shares

    0.32% of the 13F portfolio, value $8,466,078.

    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 28,503 shares
    Change vs previous 13F -452 shares

    0.32% of the 13F portfolio, value $7,976,063.

    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 28,955 shares
    Change vs previous 13F +5,448 shares

    0.34% of the 13F portfolio, value $7,488,463.

    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 23,507 shares
    Change vs previous 13F -2,496 shares

    0.33% of the 13F portfolio, value $6,208,912.

    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 26,003 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $6,860,000.

    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).