Sovereign Financial Group, Inc.: TLH position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sovereign Financial Group, Inc. on TLH, newest first. How the timeline and the estimate are built.
Sovereign Financial Group, Inc. held 9,718 TLH shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 9,718 sharesChange vs previous 13F -1,708 shares
0.15% of the 13F portfolio, value $975,233.
13F-HR 0001951757-26-001052 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,426 sharesChange vs previous 13F +436 shares
0.2% of the 13F portfolio, value $1,150,861.
13F-HR 0001951757-26-000644 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 10,990 sharesChange vs previous 13F -244 shares
0.2% of the 13F portfolio, value $1,117,350.
13F-HR 0001951757-26-000029 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,234 sharesChange vs previous 13F +4,275 shares
0.22% of the 13F portfolio, value $1,157,015.
13F-HR 0001951757-25-001152 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 6,959 sharesChange vs previous 13F -127 shares
0.15% of the 13F portfolio, value $707,011.
13F-HR 0001951757-25-000954 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,086 sharesChange vs previous 13F +7,086 shares
0.17% of the 13F portfolio, value $735,122.
13F-HR 0001951757-25-000332 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -1,995 shares
13F-HR 0001951757-25-000020 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 1,995 sharesChange vs previous 13F not available
0.05% of the 13F portfolio, value $218,120.
13F-HR 0001951757-24-000997 filed by Sovereign Financial Group, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).