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Sovereign Financial Group, Inc.: BSV position timeline

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

Sovereign Financial Group, Inc. held 164,471 BSV 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 164,471 shares
    Change vs previous 13F +9,700 shares

    1.96% of the 13F portfolio, value $12,813,913.

    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 154,771 shares
    Change vs previous 13F +13,263 shares

    2.11% of the 13F portfolio, value $12,135,556.

    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 141,508 shares
    Change vs previous 13F +6,199 shares

    1.99% of the 13F portfolio, value $11,152,276.

    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 135,309 shares
    Change vs previous 13F +2,452 shares

    2% of the 13F portfolio, value $10,677,238.

    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 132,857 shares
    Change vs previous 13F +15,803 shares

    2.16% of the 13F portfolio, value $10,455,840.

    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 117,054 shares
    Change vs previous 13F +9,196 shares

    2.11% of the 13F portfolio, value $9,162,960.

    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 107,858 shares
    Change vs previous 13F -3,958 shares

    1.91% of the 13F portfolio, value $8,334,156.

    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 111,816 shares
    Change vs previous 13F not available

    2.06% of the 13F portfolio, value $8,798,835.

    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).