Sowell Financial Services LLC

SEC CIK: 0001633697
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

V holding history

Visa Inc. in every 13F filed by Sowell Financial Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overview All 13F holders of V Full Q2 2026 holdings

Shares (Q2 2026): 42,782
Value: $14.7M
% of portfolio: 0.5%
Quarters held: 22; Since Q1 2021

Holdings of V by Sowell Financial Services LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	42,782	$14.7M	0.5%	+1,315+3.2%	Added	Holders
Q1 2026	41,467	$12.5M	0.5%	+2,865+7.4%	Added	Holders
Q4 2025	38,602	$13.5M	0.5%	−366−0.9%	Reduced	Holders
Q3 2025	38,968	$13.3M	0.5%	−63−0.2%	Reduced	Holders
Q2 2025	39,031	$13.9M	0.6%	−253−0.6%	Reduced	Holders
Q1 2025	39,284	$13.8M	0.6%	−2,439−5.8%	Reduced	Holders
Q4 2024	41,723	$13.2M	0.7%	+10,506+33.7%	Added	Holders
Q3 2024	31,217	$8.58M	0.4%	−236−0.8%	Reduced	Holders
Q2 2024	31,453	$8.26M	0.4%	−84−0.3%	Reduced	Holders
Q1 2024	31,537	$8.80M	0.4%	+1,123+3.7%	Added	Holders
Q4 2023	30,414	$7.92M	0.4%	+1,002+3.4%	Added	Holders
Q3 2023	29,412	$6.76M	0.4%	+2,497+9.3%	Added	Holders
Q2 2023	26,915	$6.39M	0.4%	+4,417+19.6%	Added	Holders
Q1 2023	22,498	$5.07M	0.4%	−5,410−19.4%	Reduced	Holders
Q4 2022	27,908	$5.80M	0.4%	+3,810+15.8%	Added	Holders
Q3 2022	24,098	$4.28M	0.4%	−3,708−13.3%	Reduced	Holders
Q2 2022	27,806	$5.47M	0.5%	+16,622+148.6%	Added	Holders
Q1 2022	11,184	$2.39M	0.4%	−25,388−69.4%	Reduced	Holders
Q4 2021	36,572	$7.93M	0.5%	−196−0.5%	Reduced	Holders
Q3 2021	36,768	$8.19M	0.6%	−2,936−7.4%	Reduced	Holders
Q2 2021	39,704	$9.28M	0.6%	−5,108−11.4%	Reduced	Holders
Q1 2021	44,812	$10.4M	0.4%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.