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Sovereign Financial Group, Inc.: BNDX position timeline

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

Sovereign Financial Group, Inc. held 272,485 BNDX 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 272,485 shares
    Change vs previous 13F +15,638 shares

    2.02% of the 13F portfolio, value $13,196,448.

    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 256,847 shares
    Change vs previous 13F +29,026 shares

    2.15% of the 13F portfolio, value $12,341,493.

    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 227,821 shares
    Change vs previous 13F +11,950 shares

    1.96% of the 13F portfolio, value $11,008,330.

    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 215,871 shares
    Change vs previous 13F +5,206 shares

    2% of the 13F portfolio, value $10,676,964.

    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 210,665 shares
    Change vs previous 13F +11,325 shares

    2.15% of the 13F portfolio, value $10,430,046.

    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 199,340 shares
    Change vs previous 13F +20,542 shares

    2.24% of the 13F portfolio, value $9,731,789.

    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 178,798 shares
    Change vs previous 13F -2,505 shares

    2.01% of the 13F portfolio, value $8,770,064.

    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 181,303 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $9,115,904.

    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).