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Disclosery

Sovereign Financial Group, Inc.: PCT position timeline

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

Sovereign Financial Group, Inc. held 35,930 PCT 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 35,930 shares
    Change vs previous 13F +1,331 shares

    0.04% of the 13F portfolio, value $291,392.

    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 34,599 shares
    Change vs previous 13F +7,100 shares

    0.03% of the 13F portfolio, value $179,569.

    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 27,499 shares
    Change vs previous 13F +4,650 shares

    0.04% of the 13F portfolio, value $236,216.

    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 22,849 shares
    Change vs previous 13F -1,038 shares

    0.06% of the 13F portfolio, value $300,464.

    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 23,887 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $327,252.

    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 23,887 shares
    Change vs previous 13F +15 shares

    0.04% of the 13F portfolio, value $165,298.

    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 23,872 shares
    Change vs previous 13F -1,742 shares

    0.06% of the 13F portfolio, value $244,688.

    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 25,614 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $243,333.

    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).