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Disclosery

Sovereign Financial Group, Inc.: F position timeline

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

Sovereign Financial Group, Inc. held 34,604 F 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 34,604 shares
    Change vs previous 13F +1,911 shares

    0.07% of the 13F portfolio, value $480,997.

    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 32,693 shares
    Change vs previous 13F -133 shares

    0.07% of the 13F portfolio, value $377,280.

    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 32,826 shares
    Change vs previous 13F -1,301 shares

    0.08% of the 13F portfolio, value $430,673.

    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 34,127 shares
    Change vs previous 13F -46 shares

    0.08% of the 13F portfolio, value $408,157.

    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 34,173 shares
    Change vs previous 13F +270 shares

    0.08% of the 13F portfolio, value $370,781.

    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 33,903 shares
    Change vs previous 13F +2,344 shares

    0.08% of the 13F portfolio, value $340,050.

    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 31,559 shares
    Change vs previous 13F +224 shares

    0.07% of the 13F portfolio, value $312,438.

    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 31,335 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $330,897.

    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).