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
- period ended2026-06-3013F 696,182 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 746,732 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 681,004 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 628,462 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 628,462 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 250,797 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 313,875 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 250,797 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).