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Disclosery

Sovereign Financial Group, Inc.: SMH position timeline

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

Sovereign Financial Group, Inc. held 2,551 SMH 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 2,551 shares
    Change vs previous 13F -1,087 shares

    0.26% of the 13F portfolio, value $1,673,310.

    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 3,638 shares
    Change vs previous 13F -43 shares

    0.24% of the 13F portfolio, value $1,394,888.

    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 3,681 shares
    Change vs previous 13F -65 shares

    0.24% of the 13F portfolio, value $1,325,503.

    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 3,746 shares
    Change vs previous 13F -213 shares

    0.23% of the 13F portfolio, value $1,222,529.

    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 3,959 shares
    Change vs previous 13F -2,751 shares

    0.23% of the 13F portfolio, value $1,104,103.

    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 6,710 shares
    Change vs previous 13F -898 shares

    0.33% of the 13F portfolio, value $1,419,060.

    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 7,608 shares
    Change vs previous 13F +5 shares

    0.42% of the 13F portfolio, value $1,842,539.

    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 7,603 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $1,866,094.

    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).