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Disclosery

Sowell Financial Services LLC: VZ position timeline

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

Sowell Financial Services LLC held 170,572 VZ 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 170,572 shares
    Change vs previous 13F +3,567 shares

    0.24% of the 13F portfolio, value $7,222,027.

    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 167,005 shares
    Change vs previous 13F -6,999 shares

    0.31% of the 13F portfolio, value $8,383,662.

    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 174,004 shares
    Change vs previous 13F +19,560 shares

    0.26% of the 13F portfolio, value $7,087,196.

    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 154,444 shares
    Change vs previous 13F -19,688 shares

    0.26% of the 13F portfolio, value $6,787,830.

    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 174,132 shares
    Change vs previous 13F +46,981 shares

    0.31% of the 13F portfolio, value $7,534,675.

    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 127,151 shares
    Change vs previous 13F -1,140 shares

    0.26% of the 13F portfolio, value $5,767,566.

    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 128,291 shares
    Change vs previous 13F -30,203 shares

    0.27% of the 13F portfolio, value $5,130,377.

    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 158,494 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $7,118,000.

    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).