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Disclosery

Sovereign Financial Group, Inc.: EFV position timeline

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

Sovereign Financial Group, Inc. held 10,011 EFV 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 10,011 shares
    Change vs previous 13F -14,660 shares

    0.12% of the 13F portfolio, value $766,308.

    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 24,671 shares
    Change vs previous 13F -1,972 shares

    0.32% of the 13F portfolio, value $1,834,323.

    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 26,643 shares
    Change vs previous 13F -3,518 shares

    0.34% of the 13F portfolio, value $1,902,610.

    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 30,161 shares
    Change vs previous 13F +4,145 shares

    0.38% of the 13F portfolio, value $2,045,792.

    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 26,016 shares
    Change vs previous 13F -291 shares

    0.34% of the 13F portfolio, value $1,651,469.

    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 26,307 shares
    Change vs previous 13F -8,684 shares

    0.36% of the 13F portfolio, value $1,550,533.

    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 34,991 shares
    Change vs previous 13F +184 shares

    0.42% of the 13F portfolio, value $1,835,976.

    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 34,807 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,002,462.

    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).