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Sovereign Financial Group, Inc.: JEPI position timeline

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

Sovereign Financial Group, Inc. held 43,907 JEPI 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 43,907 shares
    Change vs previous 13F +850 shares

    0.38% of the 13F portfolio, value $2,479,859.

    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 43,057 shares
    Change vs previous 13F +1,824 shares

    0.42% of the 13F portfolio, value $2,440,482.

    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 41,233 shares
    Change vs previous 13F +6,241 shares

    0.42% of the 13F portfolio, value $2,360,150.

    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 34,992 shares
    Change vs previous 13F +3,488 shares

    0.37% of the 13F portfolio, value $1,998,029.

    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 31,504 shares
    Change vs previous 13F +4,395 shares

    0.37% of the 13F portfolio, value $1,791,007.

    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 27,109 shares
    Change vs previous 13F +3,525 shares

    0.36% of the 13F portfolio, value $1,549,015.

    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 23,584 shares
    Change vs previous 13F +1,549 shares

    0.31% of the 13F portfolio, value $1,356,804.

    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 22,035 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,311,278.

    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).