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Sovereign Investment Advisors, LLC: PAA position timeline

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

Sovereign Investment Advisors, LLC held 528,931 PAA 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 528,931 shares
    Change vs previous 13F 0 shares

    2.21% of the 13F portfolio, value $11,774,004.

    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 528,931 shares
    Change vs previous 13F +2,519 shares

    2.5% of the 13F portfolio, value $11,811,029.

    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 526,412 shares
    Change vs previous 13F -2,519 shares

    2.36% of the 13F portfolio, value $9,454,360.

    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 528,931 shares
    Change vs previous 13F 0 shares

    2.46% of the 13F portfolio, value $9,023,563.

    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 528,931 shares
    Change vs previous 13F 0 shares

    2.66% of the 13F portfolio, value $9,690,016.

    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 528,931 shares
    Change vs previous 13F 0 shares

    3.23% of the 13F portfolio, value $9,288,028.

    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 528,931 shares
    Change vs previous 13F 0 shares

    2.69% of the 13F portfolio, value $9,034,141.

    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 528,931 shares
    Change vs previous 13F not available

    3.01% of the 13F portfolio, value $9,187,531.

    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).