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Sovereign Financial Group, Inc.: TBIL position timeline

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

Sovereign Financial Group, Inc. held 96,299 TBIL 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 96,299 shares
    Change vs previous 13F -9,265 shares

    0.73% of the 13F portfolio, value $4,801,476.

    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 105,564 shares
    Change vs previous 13F -12,343 shares

    0.92% of the 13F portfolio, value $5,263,418.

    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 117,907 shares
    Change vs previous 13F +10,110 shares

    1.05% of the 13F portfolio, value $5,881,198.

    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 107,797 shares
    Change vs previous 13F -3,774 shares

    1.01% of the 13F portfolio, value $5,389,847.

    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 111,571 shares
    Change vs previous 13F +27,279 shares

    1.15% of the 13F portfolio, value $5,577,978.

    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 84,292 shares
    Change vs previous 13F +14,210 shares

    0.97% of the 13F portfolio, value $4,215,454.

    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 70,082 shares
    Change vs previous 13F +16,347 shares

    0.8% of the 13F portfolio, value $3,494,281.

    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 53,735 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,688,909.

    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).