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Sovereign Investment Advisors, LLC: SPY position timeline

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

Sovereign Investment Advisors, LLC held 49,146 SPY 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 49,146 shares
    Change vs previous 13F +7,949 shares

    6.91% of the 13F portfolio, value $36,793,471.

    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 41,197 shares
    Change vs previous 13F +12,848 shares

    5.69% of the 13F portfolio, value $26,866,088.

    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 28,349 shares
    Change vs previous 13F +6,713 shares

    4.85% of the 13F portfolio, value $19,371,178.

    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 21,636 shares
    Change vs previous 13F +13,008 shares

    3.93% of the 13F portfolio, value $14,413,470.

    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 8,628 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $5,330,810.

    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).