Sovereign Financial Group, Inc.: DFUV position timeline

Sovereign Financial Group, Inc. held 9,036 DFUV 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 9,036 shares

   Change vs previous 13F -854 shares

   0.08% of the 13F portfolio, value $497,070.

   13F-HR 0001951757-26-001052 filed by Sovereign Financial Group, Inc.
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 9,890 shares

   Change vs previous 13F -85 shares

   0.08% of the 13F portfolio, value $479,269.

   13F-HR 0001951757-26-000644 filed by Sovereign Financial Group, Inc.
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 9,975 shares

   Change vs previous 13F +680 shares

   0.08% of the 13F portfolio, value $464,735.

   13F-HR 0001951757-26-000029 filed by Sovereign Financial Group, Inc.
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 9,295 shares

   Change vs previous 13F +2,370 shares

   0.08% of the 13F portfolio, value $415,394.

   13F-HR 0001951757-25-001152 filed by Sovereign Financial Group, Inc.
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 6,925 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $292,789.

   13F-HR 0001951757-25-000954 filed by Sovereign Financial Group, Inc.
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).