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Sovereign Financial Group, Inc.: AOK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sovereign Financial Group, Inc. on AOK, newest first. How the timeline and the estimate are built.

Sovereign Financial Group, Inc. held 21,167 AOK shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,167 shares
    Change vs previous 13F +75 shares

    0.13% of the 13F portfolio, value $878,024.

    13F-HR 0001951757-26-001052 filed by Sovereign Financial Group, Inc.
    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 21,092 shares
    Change vs previous 13F -7,277 shares

    0.15% of the 13F portfolio, value $841,358.

    13F-HR 0001951757-26-000644 filed by Sovereign Financial Group, Inc.
    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 28,369 shares
    Change vs previous 13F +12,948 shares

    0.2% of the 13F portfolio, value $1,138,440.

    13F-HR 0001951757-26-000029 filed by Sovereign Financial Group, Inc.
    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 15,421 shares
    Change vs previous 13F +1,063 shares

    0.12% of the 13F portfolio, value $619,315.

    13F-HR 0001951757-25-001152 filed by Sovereign Financial Group, Inc.
    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 14,358 shares
    Change vs previous 13F +3,355 shares

    0.12% of the 13F portfolio, value $560,966.

    13F-HR 0001951757-25-000954 filed by Sovereign Financial Group, Inc.
    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 11,003 shares
    Change vs previous 13F +2,783 shares

    0.1% of the 13F portfolio, value $414,027.

    13F-HR 0001951757-25-000332 filed by Sovereign Financial Group, Inc.
    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 8,220 shares
    Change vs previous 13F +1,963 shares

    0.07% of the 13F portfolio, value $306,612.

    13F-HR 0001951757-25-000020 filed by Sovereign Financial Group, Inc.
    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 6,257 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $241,915.

    13F-HR 0001951757-24-000997 filed by Sovereign Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).