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Disclosery

Sovereign Financial Group, Inc.: SSO position timeline

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

Sovereign Financial Group, Inc. held 36,148 SSO 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 36,148 shares
    Change vs previous 13F +110 shares

    0.37% of the 13F portfolio, value $2,435,652.

    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 36,038 shares
    Change vs previous 13F -14 shares

    0.33% of the 13F portfolio, value $1,869,651.

    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 36,052 shares
    Change vs previous 13F +18,026 shares

    0.37% of the 13F portfolio, value $2,088,132.

    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 18,026 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $2,021,255.

    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 18,026 shares
    Change vs previous 13F +27 shares

    0.36% of the 13F portfolio, value $1,761,501.

    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 17,999 shares
    Change vs previous 13F -208 shares

    0.34% of the 13F portfolio, value $1,489,957.

    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 18,207 shares
    Change vs previous 13F -900 shares

    0.39% of the 13F portfolio, value $1,684,330.

    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 19,107 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,722,878.

    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).