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Sowell Financial Services LLC: VT position timeline

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

Sowell Financial Services LLC held 19,262 VT 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 19,262 shares
    Change vs previous 13F +175 shares

    0.1% of the 13F portfolio, value $3,023,187.

    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 19,087 shares
    Change vs previous 13F +597 shares

    0.1% of the 13F portfolio, value $2,640,178.

    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 18,490 shares
    Change vs previous 13F +457 shares

    0.1% of the 13F portfolio, value $2,608,223.

    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 18,033 shares
    Change vs previous 13F +475 shares

    0.1% of the 13F portfolio, value $2,484,967.

    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 17,558 shares
    Change vs previous 13F +255 shares

    0.09% of the 13F portfolio, value $2,256,584.

    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 17,303 shares
    Change vs previous 13F +1,723 shares

    0.09% of the 13F portfolio, value $2,006,338.

    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 15,580 shares
    Change vs previous 13F +1,349 shares

    0.1% of the 13F portfolio, value $1,830,342.

    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 14,231 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,703,000.

    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).