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Sovereign Financial Group, Inc.: PRF position timeline

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

Sovereign Financial Group, Inc. held 26,022 PRF 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 26,022 shares
    Change vs previous 13F +3,605 shares

    0.22% of the 13F portfolio, value $1,405,969.

    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 22,417 shares
    Change vs previous 13F +8 shares

    0.19% of the 13F portfolio, value $1,065,480.

    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 22,409 shares
    Change vs previous 13F +1,191 shares

    0.19% of the 13F portfolio, value $1,051,430.

    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 21,218 shares
    Change vs previous 13F -57 shares

    0.18% of the 13F portfolio, value $959,266.

    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 21,275 shares
    Change vs previous 13F +303 shares

    0.19% of the 13F portfolio, value $899,294.

    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 20,972 shares
    Change vs previous 13F -25 shares

    0.2% of the 13F portfolio, value $847,479.

    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 20,997 shares
    Change vs previous 13F +467 shares

    0.19% of the 13F portfolio, value $847,019.

    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 20,530 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $834,134.

    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).