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Disclosery

Sovereign Financial Group, Inc.: OUSA position timeline

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

Sovereign Financial Group, Inc. held 22,087 OUSA 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 22,087 shares
    Change vs previous 13F +111 shares

    0.2% of the 13F portfolio, value $1,288,359.

    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 21,976 shares
    Change vs previous 13F -139 shares

    0.21% of the 13F portfolio, value $1,223,396.

    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 22,115 shares
    Change vs previous 13F +28 shares

    0.23% of the 13F portfolio, value $1,276,031.

    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 22,087 shares
    Change vs previous 13F -1,199 shares

    0.23% of the 13F portfolio, value $1,248,797.

    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 23,286 shares
    Change vs previous 13F +651 shares

    0.26% of the 13F portfolio, value $1,256,763.

    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 22,635 shares
    Change vs previous 13F +238 shares

    0.28% of the 13F portfolio, value $1,204,656.

    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 22,397 shares
    Change vs previous 13F +113 shares

    0.27% of the 13F portfolio, value $1,189,743.

    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 22,284 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,203,337.

    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).