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Disclosery

Sovereign Financial Group, Inc.: T position timeline

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

Sovereign Financial Group, Inc. held 38,945 T 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 38,945 shares
    Change vs previous 13F +1,640 shares

    0.12% of the 13F portfolio, value $806,155.

    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 37,305 shares
    Change vs previous 13F +865 shares

    0.19% of the 13F portfolio, value $1,081,484.

    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 36,440 shares
    Change vs previous 13F -2,713 shares

    0.16% of the 13F portfolio, value $905,170.

    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 39,153 shares
    Change vs previous 13F -1,233 shares

    0.21% of the 13F portfolio, value $1,105,675.

    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 40,386 shares
    Change vs previous 13F -533 shares

    0.24% of the 13F portfolio, value $1,168,757.

    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 40,919 shares
    Change vs previous 13F -10,935 shares

    0.27% of the 13F portfolio, value $1,157,178.

    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 51,854 shares
    Change vs previous 13F +1,606 shares

    0.27% of the 13F portfolio, value $1,180,712.

    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 50,248 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,105,465.

    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).