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Disclosery

Sovereign Financial Group, Inc.: SCHG position timeline

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

Sovereign Financial Group, Inc. held 16,034 SCHG 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 16,034 shares
    Change vs previous 13F -9,968 shares

    0.08% of the 13F portfolio, value $542,591.

    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 26,002 shares
    Change vs previous 13F -3,572 shares

    0.13% of the 13F portfolio, value $757,438.

    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 29,574 shares
    Change vs previous 13F +1,350 shares

    0.17% of the 13F portfolio, value $964,704.

    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 28,224 shares
    Change vs previous 13F -3,642 shares

    0.17% of the 13F portfolio, value $900,628.

    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 31,866 shares
    Change vs previous 13F +575 shares

    0.19% of the 13F portfolio, value $930,806.

    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 31,291 shares
    Change vs previous 13F -4,414 shares

    0.18% of the 13F portfolio, value $783,516.

    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 35,705 shares
    Change vs previous 13F +26,808 shares

    0.23% of the 13F portfolio, value $995,112.

    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 8,897 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $926,900.

    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).