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Sovereign Financial Group, Inc.: BIV position timeline

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

Sovereign Financial Group, Inc. held 96,221 BIV 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 96,221 shares
    Change vs previous 13F +8,097 shares

    1.13% of the 13F portfolio, value $7,380,145.

    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 88,124 shares
    Change vs previous 13F +10,175 shares

    1.18% of the 13F portfolio, value $6,801,380.

    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 77,949 shares
    Change vs previous 13F +3,052 shares

    1.08% of the 13F portfolio, value $6,070,656.

    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 74,897 shares
    Change vs previous 13F +3,861 shares

    1.1% of the 13F portfolio, value $5,848,728.

    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 71,036 shares
    Change vs previous 13F +3,760 shares

    1.13% of the 13F portfolio, value $5,493,959.

    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 67,276 shares
    Change vs previous 13F +7,317 shares

    1.19% of the 13F portfolio, value $5,151,341.

    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 59,959 shares
    Change vs previous 13F +5,766 shares

    1.03% of the 13F portfolio, value $4,480,746.

    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 54,193 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $4,247,119.

    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).