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
- period ended2026-06-3013F 23,159 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 21,907 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 22,148 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 20,922 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 20,735 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 20,140 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 20,212 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 18,713 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).