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Disclosery

Sowell Financial Services LLC: VTV position timeline

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

Sowell Financial Services LLC held 105,151 VTV 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 105,151 shares
    Change vs previous 13F +24,845 shares

    0.75% of the 13F portfolio, value $22,915,510.

    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 80,306 shares
    Change vs previous 13F +6,640 shares

    0.58% of the 13F portfolio, value $15,755,983.

    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 73,666 shares
    Change vs previous 13F +1,053 shares

    0.52% of the 13F portfolio, value $14,069,488.

    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 72,613 shares
    Change vs previous 13F +559 shares

    0.52% of the 13F portfolio, value $13,541,689.

    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 72,054 shares
    Change vs previous 13F -1,343 shares

    0.52% of the 13F portfolio, value $12,734,838.

    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 73,397 shares
    Change vs previous 13F +890 shares

    0.58% of the 13F portfolio, value $12,678,644.

    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 72,507 shares
    Change vs previous 13F -767 shares

    0.65% of the 13F portfolio, value $12,275,428.

    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 73,274 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $12,791,000.

    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).