Skip to content
Disclosery

Sovereign Financial Group, Inc.: DIA position timeline

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

Sovereign Financial Group, Inc. held 3,003 DIA 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 3,003 shares
    Change vs previous 13F -1 shares

    0.24% of the 13F portfolio, value $1,568,546.

    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 3,004 shares
    Change vs previous 13F +178 shares

    0.24% of the 13F portfolio, value $1,391,266.

    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 2,826 shares
    Change vs previous 13F +153 shares

    0.24% of the 13F portfolio, value $1,358,048.

    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 2,673 shares
    Change vs previous 13F +116 shares

    0.23% of the 13F portfolio, value $1,239,623.

    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 2,557 shares
    Change vs previous 13F +233 shares

    0.23% of the 13F portfolio, value $1,126,674.

    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 2,324 shares
    Change vs previous 13F +148 shares

    0.22% of the 13F portfolio, value $975,729.

    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 2,176 shares
    Change vs previous 13F -429 shares

    0.21% of the 13F portfolio, value $925,677.

    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 2,605 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,102,212.

    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).