Skip to content
Disclosery

Sovereign Investment Advisors, LLC: IUSB position timeline

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

Sovereign Investment Advisors, LLC held 22,236 IUSB 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 22,236 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,026,191.

    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 22,236 shares
    Change vs previous 13F +4,169 shares

    0.22% of the 13F portfolio, value $1,027,081.

    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 18,067 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $840,838.

    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).