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Sovereign Financial Group, Inc.: IAUX position timeline

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

Sovereign Financial Group, Inc. held 25,769 IAUX 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 25,769 shares
    Change vs previous 13F -5,476 shares

    0.01% of the 13F portfolio, value $37,107.

    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 31,245 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $47,492.

    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 31,245 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $45,618.

    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 31,245 shares
    Change vs previous 13F +14,618 shares

    0.01% of the 13F portfolio, value $29,851.

    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 16,627 shares
    Change vs previous 13F -3,367 shares

    <0.01% of the 13F portfolio, value $9,950.

    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 19,994 shares
    Change vs previous 13F +844 shares

    <0.01% of the 13F portfolio, value $11,633.

    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 19,150 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $9,288.

    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).