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Disclosery

Sovereign Financial Group, Inc.: IUS position timeline

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

Sovereign Financial Group, Inc. held 33,282 IUS 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 33,282 shares
    Change vs previous 13F -746 shares

    0.33% of the 13F portfolio, value $2,182,629.

    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 34,028 shares
    Change vs previous 13F +41 shares

    0.34% of the 13F portfolio, value $1,970,670.

    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 33,987 shares
    Change vs previous 13F -565 shares

    0.35% of the 13F portfolio, value $1,942,720.

    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 34,552 shares
    Change vs previous 13F -2,778 shares

    0.36% of the 13F portfolio, value $1,907,603.

    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 37,330 shares
    Change vs previous 13F -1,813 shares

    0.4% of the 13F portfolio, value $1,922,518.

    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 39,143 shares
    Change vs previous 13F +2,260 shares

    0.44% of the 13F portfolio, value $1,932,101.

    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 36,883 shares
    Change vs previous 13F +10,615 shares

    0.42% of the 13F portfolio, value $1,831,979.

    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 26,268 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,321,280.

    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).