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Disclosery

Sovereign Financial Group, Inc.: WPC position timeline

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

Sovereign Financial Group, Inc. held 2,924 WPC 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 2,924 shares
    Change vs previous 13F -69 shares

    0.03% of the 13F portfolio, value $209,066.

    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 2,993 shares
    Change vs previous 13F -223 shares

    0.04% of the 13F portfolio, value $203,404.

    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 3,216 shares
    Change vs previous 13F -764 shares

    0.04% of the 13F portfolio, value $206,982.

    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 3,980 shares
    Change vs previous 13F -12 shares

    0.05% of the 13F portfolio, value $268,929.

    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 3,992 shares
    Change vs previous 13F +12 shares

    0.05% of the 13F portfolio, value $249,021.

    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 3,980 shares
    Change vs previous 13F -532 shares

    0.06% of the 13F portfolio, value $251,178.

    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 4,512 shares
    Change vs previous 13F +67 shares

    0.06% of the 13F portfolio, value $245,814.

    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 4,445 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $276,924.

    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).