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Sovereign Financial Group, Inc.: PDP position timeline

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

Sovereign Financial Group, Inc. held 16,767 PDP 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 16,767 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $2,544,102.

    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 16,767 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $2,024,557.

    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 16,767 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $1,951,785.

    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 16,767 shares
    Change vs previous 13F +4 shares

    0.37% of the 13F portfolio, value $1,979,458.

    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 16,763 shares
    Change vs previous 13F -219 shares

    0.38% of the 13F portfolio, value $1,820,324.

    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 16,982 shares
    Change vs previous 13F +222 shares

    0.39% of the 13F portfolio, value $1,697,825.

    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 16,760 shares
    Change vs previous 13F +5 shares

    0.41% of the 13F portfolio, value $1,803,523.

    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 16,755 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,730,109.

    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).