Skip to content
Disclosery

Sovereign Financial Group, Inc.: REZ position timeline

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

Sovereign Financial Group, Inc. held 72,683 REZ 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 72,683 shares
    Change vs previous 13F +3,979 shares

    1.05% of the 13F portfolio, value $6,882,214.

    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 68,704 shares
    Change vs previous 13F +12,423 shares

    0.99% of the 13F portfolio, value $5,716,875.

    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 56,281 shares
    Change vs previous 13F +3,512 shares

    0.83% of the 13F portfolio, value $4,651,077.

    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 52,769 shares
    Change vs previous 13F +3,553 shares

    0.84% of the 13F portfolio, value $4,483,803.

    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 49,216 shares
    Change vs previous 13F +1,066 shares

    0.84% of the 13F portfolio, value $4,052,440.

    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 48,150 shares
    Change vs previous 13F +4,617 shares

    0.96% of the 13F portfolio, value $4,161,156.

    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 43,533 shares
    Change vs previous 13F +145 shares

    0.81% of the 13F portfolio, value $3,527,014.

    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 43,388 shares
    Change vs previous 13F not available

    0.9% of the 13F portfolio, value $3,853,715.

    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).