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Disclosery

Sovereign Financial Group, Inc.: GIS position timeline

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

Sovereign Financial Group, Inc. held 26,107 GIS 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 26,107 shares
    Change vs previous 13F +4,484 shares

    0.14% of the 13F portfolio, value $908,533.

    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 21,623 shares
    Change vs previous 13F +675 shares

    0.14% of the 13F portfolio, value $804,821.

    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 20,948 shares
    Change vs previous 13F +428 shares

    0.17% of the 13F portfolio, value $974,096.

    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 20,520 shares
    Change vs previous 13F +1,295 shares

    0.19% of the 13F portfolio, value $1,034,632.

    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 19,225 shares
    Change vs previous 13F -1,887 shares

    0.21% of the 13F portfolio, value $996,024.

    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 21,112 shares
    Change vs previous 13F -95 shares

    0.29% of the 13F portfolio, value $1,262,279.

    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 21,207 shares
    Change vs previous 13F -648 shares

    0.31% of the 13F portfolio, value $1,352,395.

    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 21,855 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,614,025.

    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).