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Disclosery

Sovereign Financial Group, Inc.: IJR position timeline

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

Sovereign Financial Group, Inc. held 9,622 IJR 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 9,622 shares
    Change vs previous 13F -231 shares

    0.22% of the 13F portfolio, value $1,426,989.

    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 9,853 shares
    Change vs previous 13F -1,344 shares

    0.21% of the 13F portfolio, value $1,224,824.

    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 11,197 shares
    Change vs previous 13F +41 shares

    0.24% of the 13F portfolio, value $1,345,610.

    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 11,156 shares
    Change vs previous 13F +57 shares

    0.25% of the 13F portfolio, value $1,325,616.

    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 11,099 shares
    Change vs previous 13F +924 shares

    0.25% of the 13F portfolio, value $1,212,981.

    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 10,175 shares
    Change vs previous 13F -134 shares

    0.25% of the 13F portfolio, value $1,063,992.

    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 10,309 shares
    Change vs previous 13F +375 shares

    0.27% of the 13F portfolio, value $1,187,832.

    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 9,934 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,161,891.

    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).