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Sovereign Financial Group, Inc.: VYM position timeline

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

Sovereign Financial Group, Inc. held 44,791 VYM 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 44,791 shares
    Change vs previous 13F -1,129 shares

    1.08% of the 13F portfolio, value $7,078,323.

    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 45,920 shares
    Change vs previous 13F -1,037 shares

    1.18% of the 13F portfolio, value $6,800,757.

    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 46,957 shares
    Change vs previous 13F +1,348 shares

    1.2% of the 13F portfolio, value $6,739,203.

    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 45,609 shares
    Change vs previous 13F +3,999 shares

    1.2% of the 13F portfolio, value $6,428,607.

    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 41,610 shares
    Change vs previous 13F +1,762 shares

    1.14% of the 13F portfolio, value $5,546,994.

    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 39,848 shares
    Change vs previous 13F +3,351 shares

    1.18% of the 13F portfolio, value $5,138,811.

    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 36,497 shares
    Change vs previous 13F +2,375 shares

    1.07% of the 13F portfolio, value $4,656,591.

    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 34,122 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $4,374,384.

    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).