Skip to content
Disclosery

Sovereign Financial Group, Inc.: RDVY position timeline

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

Sovereign Financial Group, Inc. held 140,213 RDVY 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 140,213 shares
    Change vs previous 13F +2,578 shares

    1.74% of the 13F portfolio, value $11,365,692.

    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 137,635 shares
    Change vs previous 13F +7,094 shares

    1.63% of the 13F portfolio, value $9,397,706.

    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 130,541 shares
    Change vs previous 13F +458 shares

    1.62% of the 13F portfolio, value $9,068,684.

    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 130,083 shares
    Change vs previous 13F +3,578 shares

    1.64% of the 13F portfolio, value $8,749,406.

    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 126,505 shares
    Change vs previous 13F +3,276 shares

    1.64% of the 13F portfolio, value $7,936,954.

    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 123,229 shares
    Change vs previous 13F +5,608 shares

    1.66% of the 13F portfolio, value $7,213,835.

    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 117,621 shares
    Change vs previous 13F +2,859 shares

    1.6% of the 13F portfolio, value $6,956,135.

    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 114,762 shares
    Change vs previous 13F not available

    1.59% of the 13F portfolio, value $6,795,076.

    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).