SOVF β€” Sovereigns Capital Flourish Fund

Ownership history in Bare Financial Services, Inc  Β·  5 quarters on record

AI Ownership Summary

Bare Financial Services, Inc reported Sovereigns Capital Flourish Fund (SOVF) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 1.08% in 2025 Q4. The latest visible filing shows SOVF at 1.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SOVF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bare Financial Services, Inc's position in Sovereigns Capital Flourish Fund, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SOVF was reported at 1.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.08% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bare Financial Services, Inc held SOVF β€” position size vs. price
% of Fund (quarterly)    SOVF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 133,326 +26,202 +24.5% 1.08% $3.9M 2026-02-14 (Est.) $28.41
2025 Q3 ADDED 107,124 +106,135 +10731.5% 0.97% $3.2M 2025-11-12 $28.08
2025 Q2 UNCHANGED 989 β€” 0% 0.01% $30K 2025-08-13 $30.47
2025 Q1 UNCHANGED 989 β€” 0% 0.01% $29K 2025-05-12 $29.60
2024 Q4 INITIATED 989 β€” β€” 0.01% $30K 2025-02-10 $31.90

FAQ About Bare Financial Services, Inc and SOVF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bare Financial Services, Inc reported owning SOVF?

Bare Financial Services, Inc reported SOVF across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported SOVF position in Bare Financial Services, Inc's portfolio?

The largest reported portfolio weight for SOVF was 1.08% in 2025 Q4.

What is the latest reported SOVF position on this page?

The most recent filing on this page is 2025 Q4, when Bare Financial Services, Inc reported 133,326 shares, equal to 1.08% of portfolio, with an estimated market value of $3.9M.

What does the chart on this SOVF ownership page compare?

The chart compares Bare Financial Services, Inc's quarterly SOVF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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