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Sovereign Financial Group, Inc.: VTIP position timeline

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

Sovereign Financial Group, Inc. held 197,426 VTIP 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 197,426 shares
    Change vs previous 13F +8,641 shares

    1.52% of the 13F portfolio, value $9,916,703.

    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 188,785 shares
    Change vs previous 13F +16,822 shares

    1.64% of the 13F portfolio, value $9,429,823.

    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 171,963 shares
    Change vs previous 13F +1,303 shares

    1.52% of the 13F portfolio, value $8,505,303.

    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 170,660 shares
    Change vs previous 13F +5,195 shares

    1.62% of the 13F portfolio, value $8,640,508.

    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 165,465 shares
    Change vs previous 13F +4,343 shares

    1.71% of the 13F portfolio, value $8,317,921.

    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 161,122 shares
    Change vs previous 13F +19,883 shares

    1.85% of the 13F portfolio, value $8,040,012.

    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 141,239 shares
    Change vs previous 13F +6,483 shares

    1.57% of the 13F portfolio, value $6,838,816.

    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 134,756 shares
    Change vs previous 13F not available

    1.55% of the 13F portfolio, value $6,644,837.

    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).