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Sovereign Financial Group, Inc.: VPU position timeline

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

Sovereign Financial Group, Inc. held 8,158 VPU 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 8,158 shares
    Change vs previous 13F +58 shares

    0.24% of the 13F portfolio, value $1,596,784.

    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 8,100 shares
    Change vs previous 13F +11 shares

    0.28% of the 13F portfolio, value $1,604,998.

    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 8,089 shares
    Change vs previous 13F +135 shares

    0.27% of the 13F portfolio, value $1,496,713.

    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 7,954 shares
    Change vs previous 13F -304 shares

    0.28% of the 13F portfolio, value $1,506,563.

    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 8,258 shares
    Change vs previous 13F +111 shares

    0.3% of the 13F portfolio, value $1,457,652.

    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 8,147 shares
    Change vs previous 13F +55 shares

    0.32% of the 13F portfolio, value $1,391,584.

    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 8,092 shares
    Change vs previous 13F -23 shares

    0.3% of the 13F portfolio, value $1,322,460.

    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 8,115 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $1,412,337.

    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).