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Sovereign Investment Advisors, LLC: SOBO position timeline

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

Sovereign Investment Advisors, LLC held 11,049 SOBO 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 11,049 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $394,646.

    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 11,049 shares
    Change vs previous 13F +536 shares

    0.08% of the 13F portfolio, value $371,976.

    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 10,513 shares
    Change vs previous 13F -536 shares

    0.07% of the 13F portfolio, value $294,812.

    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 11,049 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $312,757.

    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 11,049 shares
    Change vs previous 13F +11,049 shares

    0.08% of the 13F portfolio, value $286,287.

    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 0 shares
    Change vs previous 13F -11,049 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 11,049 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $260,627.

    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).