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Sovereign Investment Advisors, LLC: IDEV position timeline

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

Sovereign Investment Advisors, LLC held 245,035 IDEV 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 245,035 shares
    Change vs previous 13F +85,480 shares

    4.09% of the 13F portfolio, value $21,810,565.

    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 159,555 shares
    Change vs previous 13F +101,628 shares

    2.82% of the 13F portfolio, value $13,334,011.

    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 57,927 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $4,777,819.

    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).