Sovereign Financial Group, Inc.: IYW position timeline

Sovereign Financial Group, Inc. held 0 IYW shares at 2025-09-30 per its 13F-HR filed 2025-10-17.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 0 shares

   Change vs previous 13F -5,619 shares

   13F-HR 0001951757-25-001152 filed by Sovereign Financial Group, Inc.
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2025-06-30

   13F 5,619 shares

   Change vs previous 13F -511 shares

   0.2% of the 13F portfolio, value $973,547.

   13F-HR 0001951757-25-000954 filed by Sovereign Financial Group, Inc.
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-03-31

   13F 6,130 shares

   Change vs previous 13F -192 shares

   0.2% of the 13F portfolio, value $860,896.

   13F-HR 0001951757-25-000332 filed by Sovereign Financial Group, Inc.
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-12-31

   13F 6,322 shares

   Change vs previous 13F -551 shares

   0.23% of the 13F portfolio, value $1,008,537.

   13F-HR 0001951757-25-000020 filed by Sovereign Financial Group, Inc.
   Filed 2025-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-09-30

   13F 6,873 shares

   Change vs previous 13F not available

   0.24% of the 13F portfolio, value $1,042,048.

   13F-HR 0001951757-24-000997 filed by Sovereign Financial Group, Inc.
   Filed 2024-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).