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Sovereign Financial Group, Inc.: HGLB position timeline

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

Sovereign Financial Group, Inc. held 113,391 HGLB 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 113,391 shares
    Change vs previous 13F +1,752 shares

    0.13% of the 13F portfolio, value $852,698.

    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 111,639 shares
    Change vs previous 13F -8,773 shares

    0.16% of the 13F portfolio, value $896,460.

    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 120,412 shares
    Change vs previous 13F +2,487 shares

    0.2% of the 13F portfolio, value $1,099,358.

    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 117,925 shares
    Change vs previous 13F +1,002 shares

    0.2% of the 13F portfolio, value $1,071,940.

    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 116,923 shares
    Change vs previous 13F -3,103 shares

    0.21% of the 13F portfolio, value $1,017,697.

    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 120,026 shares
    Change vs previous 13F +5,516 shares

    0.23% of the 13F portfolio, value $999,821.

    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 114,510 shares
    Change vs previous 13F -12,863 shares

    0.18% of the 13F portfolio, value $779,811.

    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 127,373 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,001,152.

    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).