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Disclosery

Sovereign Financial Group, Inc.: VB position timeline

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

Sovereign Financial Group, Inc. held 33,141 VB 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 33,141 shares
    Change vs previous 13F +1,243 shares

    1.54% of the 13F portfolio, value $10,045,831.

    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 31,898 shares
    Change vs previous 13F +2,282 shares

    1.45% of the 13F portfolio, value $8,354,663.

    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 29,616 shares
    Change vs previous 13F +106 shares

    1.36% of the 13F portfolio, value $7,639,558.

    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 29,510 shares
    Change vs previous 13F +992 shares

    1.41% of the 13F portfolio, value $7,503,766.

    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 28,518 shares
    Change vs previous 13F +452 shares

    1.39% of the 13F portfolio, value $6,758,243.

    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 28,066 shares
    Change vs previous 13F +1,574 shares

    1.43% of the 13F portfolio, value $6,223,608.

    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 26,492 shares
    Change vs previous 13F +239 shares

    1.46% of the 13F portfolio, value $6,365,552.

    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 26,253 shares
    Change vs previous 13F not available

    1.46% of the 13F portfolio, value $6,227,442.

    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).