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Sovereign Financial Group, Inc.: AOM position timeline

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

Sovereign Financial Group, Inc. held 23,159 AOM 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 23,159 shares
    Change vs previous 13F +1,252 shares

    0.18% of the 13F portfolio, value $1,155,400.

    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 21,907 shares
    Change vs previous 13F -241 shares

    0.18% of the 13F portfolio, value $1,037,738.

    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 22,148 shares
    Change vs previous 13F +1,226 shares

    0.19% of the 13F portfolio, value $1,057,147.

    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 20,922 shares
    Change vs previous 13F +187 shares

    0.19% of the 13F portfolio, value $995,471.

    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 20,735 shares
    Change vs previous 13F +595 shares

    0.2% of the 13F portfolio, value $954,621.

    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 20,140 shares
    Change vs previous 13F -72 shares

    0.2% of the 13F portfolio, value $883,764.

    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 20,212 shares
    Change vs previous 13F +1,499 shares

    0.2% of the 13F portfolio, value $878,030.

    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 18,713 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $844,164.

    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).