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Sovereign Financial Group, Inc.: IUSG position timeline

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

Sovereign Financial Group, Inc. held 19,353 IUSG 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 19,353 shares
    Change vs previous 13F -388 shares

    0.56% of the 13F portfolio, value $3,640,157.

    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 19,741 shares
    Change vs previous 13F +3,146 shares

    0.53% of the 13F portfolio, value $3,061,976.

    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 16,595 shares
    Change vs previous 13F -251 shares

    0.5% of the 13F portfolio, value $2,786,989.

    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 16,846 shares
    Change vs previous 13F -240 shares

    0.52% of the 13F portfolio, value $2,771,779.

    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 17,086 shares
    Change vs previous 13F +1,809 shares

    0.53% of the 13F portfolio, value $2,569,754.

    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 15,277 shares
    Change vs previous 13F -24 shares

    0.45% of the 13F portfolio, value $1,941,357.

    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 15,301 shares
    Change vs previous 13F -335 shares

    0.49% of the 13F portfolio, value $2,132,224.

    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 15,636 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,062,495.

    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).