Skip to content
Disclosery

Sovereign Financial Group, Inc.: VTV position timeline

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

Sovereign Financial Group, Inc. held 120,194 VTV 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 120,194 shares
    Change vs previous 13F +1,563 shares

    4.01% of the 13F portfolio, value $26,193,847.

    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 118,631 shares
    Change vs previous 13F +6,662 shares

    4.05% of the 13F portfolio, value $23,275,391.

    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 111,969 shares
    Change vs previous 13F -137 shares

    3.81% of the 13F portfolio, value $21,385,030.

    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 112,106 shares
    Change vs previous 13F +2,601 shares

    3.91% of the 13F portfolio, value $20,906,603.

    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 109,505 shares
    Change vs previous 13F +2,517 shares

    3.99% of the 13F portfolio, value $19,353,903.

    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 106,988 shares
    Change vs previous 13F +6,414 shares

    4.26% of the 13F portfolio, value $18,481,097.

    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 100,574 shares
    Change vs previous 13F +4,445 shares

    3.91% of the 13F portfolio, value $17,027,258.

    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 96,129 shares
    Change vs previous 13F not available

    3.92% of the 13F portfolio, value $16,781,241.

    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).