Public ownership evidence

Sovereign's Capital Flourish Fund (SOVF) Ownership Disclosures

Read SOVF insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Sovereign's Capital Flourish Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Keel Point, LLC
Report period
2026-06-30
Available
2026-08-15
Reported shares
38,646
Value (USD)
$1,148,386
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001386935-26-000003
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read SOVF fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read SOVF fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Keel Point, LLC2026-06-302026-08-1538,646$1,148,386None
BROWN ADVISORY INC2026-06-302026-08-1513,805$410,225None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1510,933$322,064None
AQR CAPITAL MANAGEMENT LLC2026-06-302026-08-1522,646$672,932None
MONETA GROUP INVESTMENT ADVISORS LLC2026-06-302026-08-157,035$209,050None
World Investment Advisors2026-06-302026-08-1560,281$1,616,134None
Operose Advisors LLC2026-06-302026-08-142,016$59,907None
Steward Partners Investment Advisory, LLC2026-06-302026-08-14100$2,972None
Arete Wealth Advisors, LLC2026-06-302026-08-1421,924$650,706None
ICONIQ Capital, LLC2026-06-302026-08-14214,249$6,367,480None
VANGUARD ADVISERS INC2026-06-302026-08-1422$654None
Integrated Wealth Concepts LLC2026-06-302026-08-1340$1,201None
Aptus Capital Advisors, LLC2026-06-302026-08-13493$14,650None
Vident Advisory, LLC2026-06-302026-08-1387,748$2,607,487None
Vident Advisory, LLC2026-06-302026-08-13214,249$6,366,559None
OneAscent Family Office, LLC2026-06-302026-08-129,637$286,370None
OneAscent Wealth Management LLC2026-06-302026-08-1274,059$2,200,722None
OneAscent Financial Services LLC2026-06-302026-08-12165,617$4,921,417None
Arete Wealth Advisors, LLC2025-12-312026-08-1219,679$574,233None
Arete Wealth Advisors, LLC2026-06-302026-08-1221,924$650,706None
OpenArc Corporate Advisory, LLC2026-06-302026-08-0618,300$543,797None
ENVESTNET ASSET MANAGEMENT INC2026-06-302026-08-0417,287$513,704None
Values First Advisors, Inc.2026-06-302026-07-30186$4,338None
Values First Advisors, Inc.2026-06-302026-07-30463$17,847None
Values First Advisors, Inc.2026-06-302026-07-306,154$20,861None
Values First Advisors, Inc.2026-06-302026-07-303,647$7,518None
Values First Advisors, Inc.2026-06-302026-07-301,493$5,230None
Values First Advisors, Inc.2026-06-302026-07-30497$6,559None
Values First Advisors, Inc.2026-06-302026-07-302$2,366None
Atria Investments, Inc2026-06-302026-07-2926,593$790,230None
Bare Financial Services, Inc2026-06-302026-07-28150,990$4,486,778None
EverSource Wealth Advisors, LLC2026-06-302026-07-25121,049$3,597,068None
EverSource Wealth Advisors, LLC2026-06-302026-07-25227$6,754None
EverSource Wealth Advisors, LLC2026-06-302026-07-2562,805$1,866,295None
EverSource Wealth Advisors, LLC2026-06-302026-07-2522,646$672,932None
EverSource Wealth Advisors, LLC2026-06-302026-07-25202,300$6,011,487None
Blue Trust, Inc.2026-06-302026-07-224,015$119,309None
Blue Trust, Inc.2026-06-302026-07-2286,842$2,580,556None
Cornerstone Management, Inc.2026-06-302026-07-17607,767$18,060,222None
BOS Asset Management, LLC2026-06-302026-07-1454,645$1,623,814None

90-day public filing window, up to 50 source positions.

Keel Point, LLC ↗BROWN ADVISORY INC ↗JONES FINANCIAL COMPANIES LLLP ↗AQR CAPITAL MANAGEMENT LLC ↗MONETA GROUP INVESTMENT ADVISORS LLC ↗World Investment Advisors ↗Operose Advisors LLC ↗Steward Partners Investment Advisory, LLC ↗Arete Wealth Advisors, LLC ↗ICONIQ Capital, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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