Sovereign Financial Group, Inc.: SCHF position timeline

Sovereign Financial Group, Inc. held 29,061 SCHF 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 29,061 shares

   Change vs previous 13F +1,155 shares

   0.12% of the 13F portfolio, value $804,979.

   13F-HR 0001951757-26-001052 filed by Sovereign Financial Group, Inc.
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 27,906 shares

   Change vs previous 13F +1,841 shares

   0.12% of the 13F portfolio, value $690,674.

   13F-HR 0001951757-26-000644 filed by Sovereign Financial Group, Inc.
   Filed 2026-04-17 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 26,065 shares

   Change vs previous 13F +2,005 shares

   0.11% of the 13F portfolio, value $626,603.

   13F-HR 0001951757-26-000029 filed by Sovereign Financial Group, Inc.
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 24,060 shares

   Change vs previous 13F 0 shares

   0.1% of the 13F portfolio, value $560,117.

   13F-HR 0001951757-25-001152 filed by Sovereign Financial Group, Inc.
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 24,060 shares

   Change vs previous 13F not available

   0.11% of the 13F portfolio, value $531,726.

   13F-HR 0001951757-25-000954 filed by Sovereign Financial Group, Inc.
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).