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Sovereign Financial Group, Inc.: VWO position timeline

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

Sovereign Financial Group, Inc. held 237,510 VWO 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 237,510 shares
    Change vs previous 13F +3,441 shares

    2.17% of the 13F portfolio, value $14,176,963.

    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 234,069 shares
    Change vs previous 13F +19,001 shares

    2.2% of the 13F portfolio, value $12,651,411.

    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 215,068 shares
    Change vs previous 13F +10,179 shares

    2.06% of the 13F portfolio, value $11,562,037.

    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 204,889 shares
    Change vs previous 13F +8,932 shares

    2.08% of the 13F portfolio, value $11,100,885.

    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 195,957 shares
    Change vs previous 13F +6,246 shares

    2% of the 13F portfolio, value $9,692,013.

    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 189,711 shares
    Change vs previous 13F +11,221 shares

    1.98% of the 13F portfolio, value $8,586,338.

    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 178,490 shares
    Change vs previous 13F +2,793 shares

    1.8% of the 13F portfolio, value $7,860,714.

    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 175,697 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $8,407,090.

    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).