Sovereign Financial Group, Inc.: AOA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sovereign Financial Group, Inc. on AOA, newest first. How the timeline and the estimate are built.
Sovereign Financial Group, Inc. held 16,156 AOA shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 16,156 sharesChange vs previous 13F +703 shares
0.24% of the 13F portfolio, value $1,576,803.
13F-HR 0001951757-26-001052 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 15,453 sharesChange vs previous 13F +7 shares
0.24% of the 13F portfolio, value $1,367,435.
13F-HR 0001951757-26-000644 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 15,446 sharesChange vs previous 13F +9,988 shares
0.25% of the 13F portfolio, value $1,383,343.
13F-HR 0001951757-26-000029 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,458 sharesChange vs previous 13F +47 shares
0.09% of the 13F portfolio, value $481,064.
13F-HR 0001951757-25-001152 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,411 sharesChange vs previous 13F -58 shares
0.09% of the 13F portfolio, value $451,288.
13F-HR 0001951757-25-000954 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 5,469 sharesChange vs previous 13F -114 shares
0.1% of the 13F portfolio, value $418,409.
13F-HR 0001951757-25-000332 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,583 sharesChange vs previous 13F +1,486 shares
0.1% of the 13F portfolio, value $427,744.
13F-HR 0001951757-25-000020 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,097 sharesChange vs previous 13F not available
0.08% of the 13F portfolio, value $323,316.
13F-HR 0001951757-24-000997 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).