Skip to content
Disclosery

Sovereign Financial Group, Inc.: IVW position timeline

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

Sovereign Financial Group, Inc. held 19,937 IVW 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 19,937 shares
    Change vs previous 13F -811 shares

    0.42% of the 13F portfolio, value $2,741,961.

    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 20,748 shares
    Change vs previous 13F +682 shares

    0.41% of the 13F portfolio, value $2,346,855.

    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 20,066 shares
    Change vs previous 13F -399 shares

    0.44% of the 13F portfolio, value $2,473,295.

    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 20,465 shares
    Change vs previous 13F -3,543 shares

    0.46% of the 13F portfolio, value $2,470,478.

    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 24,008 shares
    Change vs previous 13F -135 shares

    0.54% of the 13F portfolio, value $2,643,260.

    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 24,143 shares
    Change vs previous 13F -936 shares

    0.52% of the 13F portfolio, value $2,241,211.

    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 25,079 shares
    Change vs previous 13F -467 shares

    0.58% of the 13F portfolio, value $2,546,321.

    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 25,546 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $2,446,021.

    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).