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Sovereign Financial Group, Inc.: CSX position timeline

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

Sovereign Financial Group, Inc. held 30,723 CSX 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 30,723 shares
    Change vs previous 13F -213 shares

    0.22% of the 13F portfolio, value $1,460,271.

    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 30,936 shares
    Change vs previous 13F -47 shares

    0.22% of the 13F portfolio, value $1,269,914.

    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 30,983 shares
    Change vs previous 13F +188 shares

    0.2% of the 13F portfolio, value $1,123,129.

    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 30,795 shares
    Change vs previous 13F -2,331 shares

    0.2% of the 13F portfolio, value $1,093,545.

    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 33,126 shares
    Change vs previous 13F -1,179 shares

    0.22% of the 13F portfolio, value $1,080,897.

    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 34,305 shares
    Change vs previous 13F -1,263 shares

    0.23% of the 13F portfolio, value $1,009,594.

    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 35,568 shares
    Change vs previous 13F -2,642 shares

    0.26% of the 13F portfolio, value $1,147,773.

    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 38,210 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,319,375.

    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).