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Sovereign Financial Group, Inc.: GSY position timeline

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

Sovereign Financial Group, Inc. held 41,850 GSY 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 41,850 shares
    Change vs previous 13F +4,250 shares

    0.32% of the 13F portfolio, value $2,098,761.

    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 37,600 shares
    Change vs previous 13F +3,637 shares

    0.33% of the 13F portfolio, value $1,884,521.

    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 33,963 shares
    Change vs previous 13F -6,214 shares

    0.3% of the 13F portfolio, value $1,706,620.

    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 40,177 shares
    Change vs previous 13F +512 shares

    0.38% of the 13F portfolio, value $2,018,255.

    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 39,665 shares
    Change vs previous 13F -2,446 shares

    0.41% of the 13F portfolio, value $1,988,803.

    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 42,111 shares
    Change vs previous 13F +9,092 shares

    0.49% of the 13F portfolio, value $2,110,598.

    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 33,019 shares
    Change vs previous 13F +488 shares

    0.38% of the 13F portfolio, value $1,654,582.

    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 32,531 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,632,406.

    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).