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Sovereign Financial Group, Inc.: IGSB position timeline

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

Sovereign Financial Group, Inc. held 42,879 IGSB 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 42,879 shares
    Change vs previous 13F +4,911 shares

    0.34% of the 13F portfolio, value $2,247,270.

    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 37,968 shares
    Change vs previous 13F +2,929 shares

    0.35% of the 13F portfolio, value $1,995,581.

    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 35,039 shares
    Change vs previous 13F -919 shares

    0.33% of the 13F portfolio, value $1,852,876.

    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 35,958 shares
    Change vs previous 13F -808 shares

    0.36% of the 13F portfolio, value $1,906,853.

    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 36,766 shares
    Change vs previous 13F +384 shares

    0.4% of the 13F portfolio, value $1,939,774.

    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 36,382 shares
    Change vs previous 13F +5,043 shares

    0.44% of the 13F portfolio, value $1,905,325.

    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 31,339 shares
    Change vs previous 13F -1,086 shares

    0.37% of the 13F portfolio, value $1,620,226.

    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 32,425 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,707,501.

    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).