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Sovereign Financial Group, Inc.: IGOV position timeline

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

Sovereign Financial Group, Inc. held 15,017 IGOV 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 15,017 shares
    Change vs previous 13F -3,931 shares

    0.09% of the 13F portfolio, value $616,143.

    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 18,948 shares
    Change vs previous 13F +3,435 shares

    0.14% of the 13F portfolio, value $778,001.

    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 15,513 shares
    Change vs previous 13F +1 shares

    0.12% of the 13F portfolio, value $646,267.

    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 15,512 shares
    Change vs previous 13F -66 shares

    0.12% of the 13F portfolio, value $660,792.

    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 15,578 shares
    Change vs previous 13F -181 shares

    0.14% of the 13F portfolio, value $671,393.

    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 15,759 shares
    Change vs previous 13F -535 shares

    0.14% of the 13F portfolio, value $621,204.

    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 16,294 shares
    Change vs previous 13F +9,924 shares

    0.14% of the 13F portfolio, value $626,000.

    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 6,370 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $266,393.

    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).