Sovereign Financial Group, Inc.: HD position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sovereign Financial Group, Inc. on HD, newest first. How the timeline and the estimate are built.
Sovereign Financial Group, Inc. held 3,310 HD shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 3,310 sharesChange vs previous 13F -211 shares
0.18% of the 13F portfolio, value $1,167,497.
13F-HR 0001951757-26-001052 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,521 sharesChange vs previous 13F -13 shares
0.2% of the 13F portfolio, value $1,158,121.
13F-HR 0001951757-26-000644 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,534 sharesChange vs previous 13F +138 shares
0.22% of the 13F portfolio, value $1,216,133.
13F-HR 0001951757-26-000029 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,396 sharesChange vs previous 13F +2 shares
0.26% of the 13F portfolio, value $1,376,102.
13F-HR 0001951757-25-001152 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,394 sharesChange vs previous 13F +5 shares
0.26% of the 13F portfolio, value $1,244,430.
13F-HR 0001951757-25-000954 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,389 sharesChange vs previous 13F -115 shares
0.29% of the 13F portfolio, value $1,242,069.
13F-HR 0001951757-25-000332 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,504 sharesChange vs previous 13F +14 shares
0.31% of the 13F portfolio, value $1,363,037.
13F-HR 0001951757-25-000020 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,490 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $1,414,148.
13F-HR 0001951757-24-000997 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).