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Disclosery

Sovereign Financial Group, Inc.: ICVT position timeline

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

Sovereign Financial Group, Inc. held 2,780 ICVT 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 2,780 shares
    Change vs previous 13F +212 shares

    0.05% of the 13F portfolio, value $338,388.

    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 2,568 shares
    Change vs previous 13F +11 shares

    0.05% of the 13F portfolio, value $261,409.

    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 2,557 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $251,908.

    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).