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
- period ended2026-06-3013F 124,472 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 29,828 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,377 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,822 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,503 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 28,955 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 23,507 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 26,003 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).