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Sovereign Investment Advisors, LLC: BIL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sovereign Investment Advisors, LLC on BIL, newest first. How the timeline and the estimate are built.

Sovereign Investment Advisors, LLC held 58,855 BIL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,855 shares
    Change vs previous 13F -5,920 shares

    1.01% of the 13F portfolio, value $5,393,553.

    13F-HR 0001908165-26-000009 filed by Sovereign Investment Advisors, LLC
    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 64,775 shares
    Change vs previous 13F +328 shares

    1.26% of the 13F portfolio, value $5,935,993.

    13F-HR 0001908165-26-000005 filed by Sovereign Investment Advisors, LLC
    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 64,447 shares
    Change vs previous 13F +15,212 shares

    1.47% of the 13F portfolio, value $5,889,125.

    13F-HR 0001908165-26-000002 filed by Sovereign Investment Advisors, LLC
    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 49,235 shares
    Change vs previous 13F +507 shares

    1.23% of the 13F portfolio, value $4,517,299.

    13F-HR 0001908165-25-000018 filed by Sovereign Investment Advisors, LLC
    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 48,728 shares
    Change vs previous 13F +2,787 shares

    1.23% of the 13F portfolio, value $4,469,865.

    13F-HR 0001908165-25-000014 filed by Sovereign Investment Advisors, LLC
    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 45,941 shares
    Change vs previous 13F -1,963 shares

    1.47% of the 13F portfolio, value $4,217,392.

    13F-HR 0001908165-25-000012 filed by Sovereign Investment Advisors, LLC
    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 47,904 shares
    Change vs previous 13F +751 shares

    1.3% of the 13F portfolio, value $4,379,828.

    13F-HR 0001581794-25-000004 filed by Sovereign Investment Advisors, LLC
    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 47,153 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $4,329,132.

    13F-HR 0001908165-24-000012 filed by Sovereign Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).