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Sovereign Investment Advisors, LLC: USMV position timeline

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

Sovereign Investment Advisors, LLC held 149,994 USMV 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 149,994 shares
    Change vs previous 13F -10,636 shares

    2.72% of the 13F portfolio, value $14,468,448.

    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 160,630 shares
    Change vs previous 13F +6,698 shares

    3.16% of the 13F portfolio, value $14,896,864.

    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 153,932 shares
    Change vs previous 13F -296,127 shares

    3.63% of the 13F portfolio, value $14,494,216.

    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 450,059 shares
    Change vs previous 13F -64,616 shares

    11.68% of the 13F portfolio, value $42,818,572.

    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 514,675 shares
    Change vs previous 13F +193,203 shares

    13.29% of the 13F portfolio, value $48,312,528.

    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 321,472 shares
    Change vs previous 13F +35,580 shares

    9.35% of the 13F portfolio, value $26,868,590.

    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 285,892 shares
    Change vs previous 13F +1,354 shares

    7.55% of the 13F portfolio, value $25,384,321.

    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 284,538 shares
    Change vs previous 13F not available

    8.52% of the 13F portfolio, value $25,981,135.

    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).