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Sovereign Investment Advisors, LLC: BKGI position timeline

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

Sovereign Investment Advisors, LLC held 696,182 BKGI 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 696,182 shares
    Change vs previous 13F -50,550 shares

    5.88% of the 13F portfolio, value $31,307,305.

    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 746,732 shares
    Change vs previous 13F +65,728 shares

    7.04% of the 13F portfolio, value $33,259,443.

    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 681,004 shares
    Change vs previous 13F +52,542 shares

    6.91% of the 13F portfolio, value $27,615,907.

    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 628,462 shares
    Change vs previous 13F 0 shares

    6.68% of the 13F portfolio, value $24,469,168.

    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 628,462 shares
    Change vs previous 13F +377,665 shares

    6.79% of the 13F portfolio, value $24,685,987.

    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 250,797 shares
    Change vs previous 13F -63,078 shares

    2.53% of the 13F portfolio, value $7,283,396.

    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 313,875 shares
    Change vs previous 13F +63,078 shares

    2.82% of the 13F portfolio, value $9,462,766.

    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 250,797 shares
    Change vs previous 13F not available

    2.67% of the 13F portfolio, value $8,151,529.

    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).