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Disclosery

Sovereign Financial Group, Inc.: SPYG position timeline

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

Sovereign Financial Group, Inc. held 9,162 SPYG 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 9,162 shares
    Change vs previous 13F -910 shares

    0.17% of the 13F portfolio, value $1,090,186.

    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 10,072 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $986,150.

    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 10,072 shares
    Change vs previous 13F -778 shares

    0.19% of the 13F portfolio, value $1,074,682.

    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 10,850 shares
    Change vs previous 13F -223 shares

    0.21% of the 13F portfolio, value $1,133,934.

    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 11,073 shares
    Change vs previous 13F -126 shares

    0.22% of the 13F portfolio, value $1,055,478.

    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 11,199 shares
    Change vs previous 13F -72 shares

    0.21% of the 13F portfolio, value $900,064.

    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 11,271 shares
    Change vs previous 13F -407 shares

    0.23% of the 13F portfolio, value $990,721.

    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 11,678 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $968,573.

    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).