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Disclosery

Sowell Financial Services LLC: VOO position timeline

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

Sowell Financial Services LLC held 29,290 VOO 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 29,290 shares
    Change vs previous 13F +2,229 shares

    0.66% of the 13F portfolio, value $20,116,547.

    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 27,061 shares
    Change vs previous 13F +4,022 shares

    0.6% of the 13F portfolio, value $16,170,561.

    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 23,039 shares
    Change vs previous 13F +1,430 shares

    0.53% of the 13F portfolio, value $14,448,507.

    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 21,609 shares
    Change vs previous 13F -435 shares

    0.51% of the 13F portfolio, value $13,232,749.

    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 22,044 shares
    Change vs previous 13F +1,325 shares

    0.51% of the 13F portfolio, value $12,521,572.

    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 20,719 shares
    Change vs previous 13F +2,624 shares

    0.48% of the 13F portfolio, value $10,647,488.

    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 18,095 shares
    Change vs previous 13F -3,607 shares

    0.51% of the 13F portfolio, value $9,749,914.

    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 21,702 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $11,487,000.

    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).