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Disclosery

Sovereign Financial Group, Inc.: IUSB position timeline

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

Sovereign Financial Group, Inc. held 70,913 IUSB 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 70,913 shares
    Change vs previous 13F +19,936 shares

    0.5% of the 13F portfolio, value $3,272,638.

    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 50,977 shares
    Change vs previous 13F +1,501 shares

    0.41% of the 13F portfolio, value $2,354,613.

    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 49,476 shares
    Change vs previous 13F -7,990 shares

    0.41% of the 13F portfolio, value $2,302,636.

    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 57,466 shares
    Change vs previous 13F -12,989 shares

    0.5% of the 13F portfolio, value $2,684,224.

    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 70,455 shares
    Change vs previous 13F -334 shares

    0.67% of the 13F portfolio, value $3,257,138.

    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 70,789 shares
    Change vs previous 13F -1,322 shares

    0.75% of the 13F portfolio, value $3,261,976.

    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 72,111 shares
    Change vs previous 13F -16,986 shares

    0.75% of the 13F portfolio, value $3,259,415.

    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 89,097 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $4,198,233.

    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).