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Sovereign Financial Group, Inc.: BLV position timeline

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

Sovereign Financial Group, Inc. held 99,163 BLV 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 99,163 shares
    Change vs previous 13F +9,903 shares

    1.05% of the 13F portfolio, value $6,835,277.

    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 89,260 shares
    Change vs previous 13F +18,542 shares

    1.07% of the 13F portfolio, value $6,139,314.

    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 70,718 shares
    Change vs previous 13F +4,413 shares

    0.88% of the 13F portfolio, value $4,916,294.

    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 66,305 shares
    Change vs previous 13F +4,306 shares

    0.88% of the 13F portfolio, value $4,697,709.

    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 61,999 shares
    Change vs previous 13F +1,664 shares

    0.89% of the 13F portfolio, value $4,311,380.

    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 60,335 shares
    Change vs previous 13F +9,005 shares

    0.98% of the 13F portfolio, value $4,248,804.

    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 51,330 shares
    Change vs previous 13F -2,308 shares

    0.81% of the 13F portfolio, value $3,512,490.

    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 53,638 shares
    Change vs previous 13F not available

    0.94% of the 13F portfolio, value $4,031,963.

    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).