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Disclosery

Sovereign Financial Group, Inc.: ED position timeline

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

Sovereign Financial Group, Inc. held 20,019 ED 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 20,019 shares
    Change vs previous 13F -710 shares

    0.34% of the 13F portfolio, value $2,214,663.

    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 20,729 shares
    Change vs previous 13F +206 shares

    0.41% of the 13F portfolio, value $2,346,160.

    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 20,523 shares
    Change vs previous 13F +153 shares

    0.36% of the 13F portfolio, value $2,038,311.

    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 20,370 shares
    Change vs previous 13F +188 shares

    0.38% of the 13F portfolio, value $2,047,597.

    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 20,182 shares
    Change vs previous 13F -405 shares

    0.42% of the 13F portfolio, value $2,025,274.

    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 20,587 shares
    Change vs previous 13F +194 shares

    0.52% of the 13F portfolio, value $2,276,702.

    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 20,393 shares
    Change vs previous 13F +459 shares

    0.42% of the 13F portfolio, value $1,819,703.

    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 19,934 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,075,677.

    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).