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Disclosery

Sovereign Financial Group, Inc.: SGOL position timeline

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

Sovereign Financial Group, Inc. held 11,807 SGOL 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 11,807 shares
    Change vs previous 13F -1,238 shares

    0.07% of the 13F portfolio, value $451,382.

    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 13,045 shares
    Change vs previous 13F -640 shares

    0.1% of the 13F portfolio, value $582,068.

    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 13,685 shares
    Change vs previous 13F -782 shares

    0.1% of the 13F portfolio, value $562,180.

    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 14,467 shares
    Change vs previous 13F +129 shares

    0.1% of the 13F portfolio, value $532,530.

    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 14,338 shares
    Change vs previous 13F +202 shares

    0.09% of the 13F portfolio, value $452,221.

    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 14,136 shares
    Change vs previous 13F +630 shares

    0.1% of the 13F portfolio, value $421,536.

    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 13,506 shares
    Change vs previous 13F +57 shares

    0.08% of the 13F portfolio, value $338,325.

    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 13,449 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $337,973.

    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).