Position in VALE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$186,285
-$57,344 QoQ
Shares Held
12,386
-19.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#391
of 537 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VALE Over Time
Shares Held
Position Value (USD)
Position in Other Industrial Metals & Mining
Basic Materials · as of Jun 30, 2026Sowell Financial Services LLC holds $1,902,450 across 5 Other Industrial Metals & Mining names. VALE ranks #3 (9.8% of the industry book) .
All Filings in VALE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $186,285 | 12,386 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $243,629 | 15,313 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $204,518 | 15,696 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $199,422 | 18,363 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $165,506 | 17,045 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $755,745 | 75,726 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $663,280 | 74,778 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $925,558 | 79,243 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $649,144 | 58,115 | Shares | Sole | 2024-08-13 | |
| 2022-03-31 | $233,323 | 11,672 | Shares | Sole | 2022-05-13 | |
| 2021-06-30 | $2,570,595 | 112,696 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $1,891,743 | 108,846 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $17,128 | 1,022 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $13,648 | 1,290 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $9,577 | 929 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,701 | 929 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||