Sovereign Financial Group, Inc.: CL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sovereign Financial Group, Inc. on CL, newest first. How the timeline and the estimate are built.
Sovereign Financial Group, Inc. held 4,060 CL shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 4,060 sharesChange vs previous 13F -97 shares
0.06% of the 13F portfolio, value $372,248.
13F-HR 0001951757-26-001052 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,157 sharesChange vs previous 13F +45 shares
0.06% of the 13F portfolio, value $354,310.
13F-HR 0001951757-26-000644 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 4,112 sharesChange vs previous 13F -51 shares
0.06% of the 13F portfolio, value $324,942.
13F-HR 0001951757-26-000029 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,163 sharesChange vs previous 13F +31 shares
0.06% of the 13F portfolio, value $332,781.
13F-HR 0001951757-25-001152 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,132 sharesChange vs previous 13F +181 shares
0.08% of the 13F portfolio, value $375,581.
13F-HR 0001951757-25-000954 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,951 sharesChange vs previous 13F -264 shares
0.09% of the 13F portfolio, value $370,209.
13F-HR 0001951757-25-000332 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,215 sharesChange vs previous 13F +146 shares
0.09% of the 13F portfolio, value $383,186.
13F-HR 0001951757-25-000020 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,069 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $422,403.
13F-HR 0001951757-24-000997 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).