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Disclosery

Sowell Financial Services LLC: VONG position timeline

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

Sowell Financial Services LLC held 71,823 VONG 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 71,823 shares
    Change vs previous 13F +17,313 shares

    0.3% of the 13F portfolio, value $9,179,714.

    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 54,510 shares
    Change vs previous 13F +2,543 shares

    0.22% of the 13F portfolio, value $5,979,250.

    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 51,967 shares
    Change vs previous 13F +3,793 shares

    0.23% of the 13F portfolio, value $6,327,014.

    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 48,174 shares
    Change vs previous 13F +3,428 shares

    0.22% of the 13F portfolio, value $5,804,940.

    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 44,746 shares
    Change vs previous 13F +4,922 shares

    0.2% of the 13F portfolio, value $4,886,264.

    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 39,824 shares
    Change vs previous 13F +10,588 shares

    0.17% of the 13F portfolio, value $3,695,267.

    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 29,236 shares
    Change vs previous 13F +18,162 shares

    0.16% of the 13F portfolio, value $3,020,037.

    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 11,074 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,069,000.

    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).