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Disclosery

Sovereign Financial Group, Inc.: PEY position timeline

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

Sovereign Financial Group, Inc. held 21,618 PEY 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 21,618 shares
    Change vs previous 13F +1,420 shares

    0.08% of the 13F portfolio, value $501,114.

    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 20,198 shares
    Change vs previous 13F +526 shares

    0.08% of the 13F portfolio, value $432,625.

    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 19,672 shares
    Change vs previous 13F -145 shares

    0.07% of the 13F portfolio, value $401,022.

    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 19,817 shares
    Change vs previous 13F -769 shares

    0.08% of the 13F portfolio, value $417,487.

    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 20,586 shares
    Change vs previous 13F +2,635 shares

    0.09% of the 13F portfolio, value $420,161.

    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 17,951 shares
    Change vs previous 13F +66 shares

    0.09% of the 13F portfolio, value $385,414.

    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 17,885 shares
    Change vs previous 13F -1,287 shares

    0.09% of the 13F portfolio, value $380,231.

    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 19,172 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $420,452.

    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).