Skip to content
Disclosery

Sovereign Financial Group, Inc.: VEA position timeline

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

Sovereign Financial Group, Inc. held 534,696 VEA 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 534,696 shares
    Change vs previous 13F +1,616 shares

    5.83% of the 13F portfolio, value $38,097,067.

    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 533,080 shares
    Change vs previous 13F +17,905 shares

    5.94% of the 13F portfolio, value $34,159,751.

    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 515,175 shares
    Change vs previous 13F +2,590 shares

    5.74% of the 13F portfolio, value $32,182,992.

    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 512,585 shares
    Change vs previous 13F +10,486 shares

    5.75% of the 13F portfolio, value $30,714,116.

    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 502,099 shares
    Change vs previous 13F +10,908 shares

    5.9% of the 13F portfolio, value $28,624,654.

    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 491,191 shares
    Change vs previous 13F +38,754 shares

    5.75% of the 13F portfolio, value $24,967,254.

    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 452,437 shares
    Change vs previous 13F +7,307 shares

    4.97% of the 13F portfolio, value $21,635,533.

    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 445,130 shares
    Change vs previous 13F not available

    5.49% of the 13F portfolio, value $23,507,334.

    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).