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Disclosery

Sovereign Financial Group, Inc.: BAI position timeline

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

Sovereign Financial Group, Inc. held 26,095 BAI 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 26,095 shares
    Change vs previous 13F -3,772 shares

    0.21% of the 13F portfolio, value $1,375,745.

    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 29,867 shares
    Change vs previous 13F +1,091 shares

    0.17% of the 13F portfolio, value $984,128.

    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 28,776 shares
    Change vs previous 13F -475 shares

    0.17% of the 13F portfolio, value $958,251.

    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 29,251 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $999,214.

    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).