Skip to content
Disclosery

Sovereign Financial Group, Inc.: SPMD position timeline

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

Sovereign Financial Group, Inc. held 5,623 SPMD 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 5,623 shares
    Change vs previous 13F -53 shares

    0.06% of the 13F portfolio, value $379,872.

    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 5,676 shares
    Change vs previous 13F -134 shares

    0.06% of the 13F portfolio, value $336,158.

    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 5,810 shares
    Change vs previous 13F -106 shares

    0.06% of the 13F portfolio, value $336,464.

    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 5,916 shares
    Change vs previous 13F +66 shares

    0.06% of the 13F portfolio, value $338,322.

    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 5,850 shares
    Change vs previous 13F +55 shares

    0.07% of the 13F portfolio, value $318,146.

    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 5,795 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $296,590.

    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 5,795 shares
    Change vs previous 13F +912 shares

    0.07% of the 13F portfolio, value $316,912.

    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 4,883 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $267,021.

    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).