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Disclosery

Sovereign Financial Group, Inc.: VSMV position timeline

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

Sovereign Financial Group, Inc. held 16,824 VSMV 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 16,824 shares
    Change vs previous 13F -707 shares

    0.15% of the 13F portfolio, value $1,006,048.

    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 17,531 shares
    Change vs previous 13F -196 shares

    0.17% of the 13F portfolio, value $991,681.

    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 17,727 shares
    Change vs previous 13F -2,175 shares

    0.17% of the 13F portfolio, value $979,720.

    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 19,902 shares
    Change vs previous 13F -8,191 shares

    0.2% of the 13F portfolio, value $1,067,927.

    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 28,093 shares
    Change vs previous 13F -969 shares

    0.29% of the 13F portfolio, value $1,384,538.

    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 29,062 shares
    Change vs previous 13F +492 shares

    0.32% of the 13F portfolio, value $1,407,473.

    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 28,570 shares
    Change vs previous 13F -1,172 shares

    0.32% of the 13F portfolio, value $1,372,226.

    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 29,742 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,444,866.

    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).