Skip to content
Disclosery

Sovereign Investment Advisors, LLC: IVV position timeline

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

Sovereign Investment Advisors, LLC held 91,398 IVV 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 91,398 shares
    Change vs previous 13F +235 shares

    12.85% of the 13F portfolio, value $68,447,784.

    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 91,163 shares
    Change vs previous 13F +525 shares

    12.61% of the 13F portfolio, value $59,548,490.

    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 90,638 shares
    Change vs previous 13F +8,266 shares

    15.53% of the 13F portfolio, value $62,081,261.

    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 82,372 shares
    Change vs previous 13F +245 shares

    15.04% of the 13F portfolio, value $55,131,913.

    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 82,127 shares
    Change vs previous 13F +10,682 shares

    14.02% of the 13F portfolio, value $50,992,347.

    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 71,445 shares
    Change vs previous 13F -6,013 shares

    13.07% of the 13F portfolio, value $37,560,812.

    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 77,458 shares
    Change vs previous 13F +5,522 shares

    13.57% of the 13F portfolio, value $45,597,977.

    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 71,936 shares
    Change vs previous 13F not available

    13.61% of the 13F portfolio, value $41,494,159.

    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).