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Sovereign Investment Advisors, LLC: VMBS position timeline

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

Sovereign Investment Advisors, LLC held 173,909 VMBS 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 173,909 shares
    Change vs previous 13F +1,796 shares

    1.53% of the 13F portfolio, value $8,140,722.

    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 172,113 shares
    Change vs previous 13F +1,180 shares

    1.71% of the 13F portfolio, value $8,080,682.

    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 170,933 shares
    Change vs previous 13F +2,146 shares

    2.01% of the 13F portfolio, value $8,047,508.

    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 168,787 shares
    Change vs previous 13F +1,776 shares

    2.16% of the 13F portfolio, value $7,926,232.

    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 167,011 shares
    Change vs previous 13F +8,466 shares

    2.13% of the 13F portfolio, value $7,739,268.

    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 158,545 shares
    Change vs previous 13F -5,446 shares

    2.52% of the 13F portfolio, value $7,231,221.

    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 163,991 shares
    Change vs previous 13F +2,120 shares

    2.21% of the 13F portfolio, value $7,435,371.

    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 161,871 shares
    Change vs previous 13F not available

    2.51% of the 13F portfolio, value $7,641,918.

    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).