Skip to content
Disclosery

Sovereign Financial Group, Inc.: XNEAX position timeline

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

Sovereign Financial Group, Inc. held 18,358 XNEAX 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 18,358 shares
    Change vs previous 13F +307 shares

    0.03% of the 13F portfolio, value $215,527.

    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 18,051 shares
    Change vs previous 13F +1,502 shares

    0.04% of the 13F portfolio, value $202,710.

    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 16,549 shares
    Change vs previous 13F +310 shares

    0.03% of the 13F portfolio, value $192,464.

    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 16,239 shares
    Change vs previous 13F +258 shares

    0.03% of the 13F portfolio, value $184,966.

    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 15,981 shares
    Change vs previous 13F +264 shares

    0.04% of the 13F portfolio, value $174,510.

    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 15,717 shares
    Change vs previous 13F +653 shares

    0.04% of the 13F portfolio, value $176,034.

    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 15,064 shares
    Change vs previous 13F +528 shares

    0.04% of the 13F portfolio, value $169,919.

    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 14,536 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $173,998.

    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).