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Sovereign Investment Advisors, LLC: LVHD position timeline

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

Sovereign Investment Advisors, LLC held 154,793 LVHD 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 154,793 shares
    Change vs previous 13F +1,171 shares

    1.28% of the 13F portfolio, value $6,811,312.

    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 153,622 shares
    Change vs previous 13F +1,651 shares

    1.38% of the 13F portfolio, value $6,538,170.

    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 151,971 shares
    Change vs previous 13F +1,285 shares

    1.53% of the 13F portfolio, value $6,114,614.

    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 150,686 shares
    Change vs previous 13F +1,216 shares

    1.7% of the 13F portfolio, value $6,229,350.

    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 149,470 shares
    Change vs previous 13F +6,818 shares

    1.64% of the 13F portfolio, value $5,957,892.

    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 142,652 shares
    Change vs previous 13F -4,320 shares

    1.83% of the 13F portfolio, value $5,255,292.

    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 146,972 shares
    Change vs previous 13F +1,337 shares

    1.68% of the 13F portfolio, value $5,637,833.

    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 145,635 shares
    Change vs previous 13F not available

    1.94% of the 13F portfolio, value $5,930,264.

    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).