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Sovereign Financial Group, Inc.: VMBS position timeline

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

Sovereign Financial Group, Inc. held 134,927 VMBS 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 134,927 shares
    Change vs previous 13F +7,089 shares

    0.97% of the 13F portfolio, value $6,315,914.

    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 127,838 shares
    Change vs previous 13F +17,458 shares

    1.04% of the 13F portfolio, value $6,002,012.

    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 110,380 shares
    Change vs previous 13F +6,328 shares

    0.93% of the 13F portfolio, value $5,196,702.

    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 104,052 shares
    Change vs previous 13F +4,409 shares

    0.91% of the 13F portfolio, value $4,886,263.

    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 99,643 shares
    Change vs previous 13F +2,219 shares

    0.95% of the 13F portfolio, value $4,617,434.

    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 97,424 shares
    Change vs previous 13F +11,303 shares

    1.04% of the 13F portfolio, value $4,511,722.

    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 86,121 shares
    Change vs previous 13F -1,182 shares

    0.9% of the 13F portfolio, value $3,904,711.

    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 87,303 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $4,121,561.

    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).