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Sovereign Financial Group, Inc.: NEAR position timeline

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

Sovereign Financial Group, Inc. held 68,830 NEAR 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 68,830 shares
    Change vs previous 13F +6,155 shares

    0.53% of the 13F portfolio, value $3,486,945.

    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 62,675 shares
    Change vs previous 13F +3,411 shares

    0.55% of the 13F portfolio, value $3,186,066.

    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 59,264 shares
    Change vs previous 13F -969 shares

    0.54% of the 13F portfolio, value $3,028,394.

    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 60,233 shares
    Change vs previous 13F -728 shares

    0.58% of the 13F portfolio, value $3,088,763.

    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 60,961 shares
    Change vs previous 13F -3,975 shares

    0.64% of the 13F portfolio, value $3,115,121.

    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 64,936 shares
    Change vs previous 13F +4,697 shares

    0.76% of the 13F portfolio, value $3,303,279.

    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 60,239 shares
    Change vs previous 13F +58 shares

    0.7% of the 13F portfolio, value $3,042,084.

    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 60,181 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $3,083,689.

    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).