Sovereign Financial Group, Inc.: DGS position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sovereign Financial Group, Inc. on DGS, newest first. How the timeline and the estimate are built.
Sovereign Financial Group, Inc. held 5,333 DGS shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 5,333 sharesChange vs previous 13F -482 shares
0.05% of the 13F portfolio, value $345,098.
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 5,815 sharesChange vs previous 13F -3,993 shares
0.06% of the 13F portfolio, value $349,482.
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 9,808 sharesChange vs previous 13F +925 shares
0.1% of the 13F portfolio, value $561,410.
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 8,883 sharesChange vs previous 13F -732 shares
0.09% of the 13F portfolio, value $507,219.
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 9,615 sharesChange vs previous 13F -249 shares
0.11% of the 13F portfolio, value $531,133.
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 9,864 sharesChange vs previous 13F -647 shares
0.11% of the 13F portfolio, value $476,530.
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 10,511 sharesChange vs previous 13F -801 shares
0.12% of the 13F portfolio, value $514,198.
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 11,312 sharesChange vs previous 13F not available
0.14% of the 13F portfolio, value $607,454.
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).