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Sovereign Financial Group, Inc.: VFVA position timeline

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

Sovereign Financial Group, Inc. held 12,741 VFVA 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 12,741 shares
    Change vs previous 13F -566 shares

    0.29% of the 13F portfolio, value $1,891,147.

    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 13,307 shares
    Change vs previous 13F -55 shares

    0.31% of the 13F portfolio, value $1,791,255.

    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 13,362 shares
    Change vs previous 13F -100 shares

    0.32% of the 13F portfolio, value $1,774,206.

    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 13,462 shares
    Change vs previous 13F -85 shares

    0.32% of the 13F portfolio, value $1,716,943.

    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 13,547 shares
    Change vs previous 13F +559 shares

    0.33% of the 13F portfolio, value $1,602,610.

    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 12,988 shares
    Change vs previous 13F +57 shares

    0.34% of the 13F portfolio, value $1,480,632.

    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 12,931 shares
    Change vs previous 13F +82 shares

    0.35% of the 13F portfolio, value $1,530,741.

    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 12,849 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,548,818.

    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).