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Disclosery

Sowell Financial Services LLC: VTI position timeline

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

Sowell Financial Services LLC held 26,455 VTI 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 26,455 shares
    Change vs previous 13F +2,756 shares

    0.32% of the 13F portfolio, value $9,789,296.

    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 23,699 shares
    Change vs previous 13F +3,257 shares

    0.28% of the 13F portfolio, value $7,602,808.

    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 20,442 shares
    Change vs previous 13F +15 shares

    0.25% of the 13F portfolio, value $6,853,499.

    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 20,427 shares
    Change vs previous 13F +569 shares

    0.26% of the 13F portfolio, value $6,703,603.

    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 19,858 shares
    Change vs previous 13F +434 shares

    0.25% of the 13F portfolio, value $6,035,418.

    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 19,424 shares
    Change vs previous 13F -763 shares

    0.24% of the 13F portfolio, value $5,338,555.

    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 20,187 shares
    Change vs previous 13F -228,961 shares

    0.31% of the 13F portfolio, value $5,850,433.

    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 249,148 shares
    Change vs previous 13F not available

    3.29% of the 13F portfolio, value $70,766,000.

    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).