Position in GM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$443,364
+$7,986 QoQ
Shares Held
5,752
-1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#890
of 1,548 holders
Holding Since
Mar 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in GM Over Time
Shares Held
Position Value (USD)
Position in Auto Manufacturers
Consumer Cyclical · as of Jun 30, 2026Sovereign Financial Group, Inc. holds $2,083,953 across 3 Auto Manufacturers names. GM ranks #3 (21.3% of the industry book) .
All Filings in GM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,364 | 5,752 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $435,378 | 5,844 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $392,856 | 4,831 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $294,728 | 4,834 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $239,062 | 4,858 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $228,659 | 4,862 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $258,252 | 4,848 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $227,383 | 5,071 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $235,598 | 5,071 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $229,788 | 5,067 | Shares | Sole | 2024-04-15 | |
| 2021-06-30 | $211,651 | 3,577 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $205,534 | 3,577 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||